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GoalVest Advisory’s Axalta AXTA Stock Holding History

GoalVest Advisory’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13.3K Buy
+413
New +$14.3K ﹤0.01% 389

Other funds holding AXTA

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

GoalVest Advisory's AXTA Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Axalta (AXTA) in Q3 2026: 413 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

10 funds tracked by Wall St. Rank hold AXTA as of Q3 2026.

  • GoalVest Advisory held 413 shares of Axalta worth $13.3K as of Q3 2026.
  • Axalta was a new GoalVest Advisory position in Q3 2026.
  • Axalta made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #389 holding.
  • 10 funds tracked by Wall St. Rank held Axalta as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.