HB Wealth Management’s Axalta AXTA Stock Holding History

HB Wealth Management’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 Q2	–	Sell	-11,914	Closed	-$330K	–	1725
2026 Q1	$330K	Buy	11,914 +4,181	+54%	+$133K	﹤0.01%	1178
2025 Q4	$250K	Buy	+7,733	New	+$227K	﹤0.01%	1232

Other funds holding AXTA

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

HB Wealth Management's AXTA Position: Q2 2026 in Review

HB Wealth Management sold out of Axalta (AXTA) in Q2 2026, closing a stake of 11,914 shares — an estimated $330K sold.

HB Wealth Management first reported a position in AXTA in Q4 2025 and held it in 2 quarters. The position peaked at $330K in Q1 2026. 361 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

HB Wealth Management reported no remaining Axalta position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 11,914 Axalta shares in Q2 2026, an estimated $330K.
HB Wealth Management first reported a position in Axalta in Q4 2025 and held it in 2 quarters.
HB Wealth Management's Axalta position peaked at $330K in Q1 2026.
361 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.