IA
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IFP Advisors’s Axogen AXGN Stock Holding History

IFP Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.31K Hold
100
– – ﹤0.01% 3761
2025
Q4 		$3.27K Hold
100
– – ﹤0.01% 3634
2025
Q3 		$1.78K Buy
+100
New +$1.45K ﹤0.01% 3745
2025
Q2 		– Sell
-106
Closed -$1.39K – 3493
2025
Q1 		$1.96K Hold
106
– – ﹤0.01% 3152
2024
Q4 		$1.75K Buy
106
+6
+6% +$85 ﹤0.01% 3150
2024
Q3 		$1.4K Hold
100
– – ﹤0.01% 3012
2024
Q2 		$724 Hold
100
– – ﹤0.01% 3039
2024
Q1 		$807 Hold
100
– – ﹤0.01% 2895
2023
Q4 		$683 Hold
100
– – ﹤0.01% 2849
2023
Q3 		$500 Hold
100
– – ﹤0.01% 3108
2023
Q2 		$913 Hold
100
– – ﹤0.01% 3096
2023
Q1 		$4.96K Hold
100
– – ﹤0.01% 2567
2022
Q4 		$5K Hold
100
– – ﹤0.01% 3758
2022
Q3 		$5K Hold
100
– – ﹤0.01% 3997
2022
Q2 		$5K Hold
100
– – ﹤0.01% 3752
2022
Q1 		$5K Buy
+100
New +$864 ﹤0.01% 3752
2019
Q1 		– Sell
-6
Closed – – 2431
2018
Q4 		$0 Hold
6
– – ﹤0.01% 3527
2018
Q3 		$0 Sell
6
-13,985
-100% -$610K ﹤0.01% 3818
2018
Q2 		$703K Buy
+13,991
New +$616K 0.03% 542

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $22.9B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return