Heritage Wealth Management (California)’s Axon Enterprise AXON Stock Holding History

Heritage Wealth Management (California)’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Sell	713 -13	-2%	-$5.44K	0.15%	72
2026 Q1	$308K	Buy	726 +5	+0.7%	+$2.6K	0.17%	74
2025 Q4	$409K	Hold	721	–	–	0.26%	62
2025 Q3	$517K	Buy	721 +1	+0.1%	+$759	0.35%	54
2025 Q2	$596K	Buy	720 +7	+1%	+$4.76K	0.4%	47
2025 Q1	$375K	Hold	713	–	–	0.28%	59
2024 Q4	$424K	Buy	713 +39	+6%	+$21.2K	0.31%	52
2024 Q3	$269K	Buy	+674	New	+$232K	0.19%	75
2024 Q2	–	Sell	-674	Closed	-$211K	–	121
2024 Q1	$211K	Buy	+674	New	+$187K	0.16%	83

Other funds holding AXON

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Heritage Wealth Management (California)'s AXON Position: Q2 2026 in Review

Heritage Wealth Management (California) reduced its Axon Enterprise (AXON) stake by 1.8% in Q2 2026, selling an estimated $5.44K and leaving 713 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #72.

Heritage Wealth Management (California) first reported a position in AXON in Q1 2024 and has held it in 9 quarters since. The position peaked at $596K in Q2 2025. 431 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

Heritage Wealth Management (California) held 713 shares of Axon Enterprise worth $400K as of Q2 2026.
Heritage Wealth Management (California) sold 13 Axon Enterprise shares in Q2 2026, an estimated $5.44K.
Axon Enterprise made up 0.15% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #72 holding.
Heritage Wealth Management (California) first reported a position in Axon Enterprise in Q1 2024 and has held it in 9 quarters since.
Heritage Wealth Management (California)'s Axon Enterprise position peaked at $596K in Q2 2025.
431 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.