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Integrated Wealth Concepts’s AXIS Capital AXS Stock Holding History

Integrated Wealth Concepts’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96M Buy
46,190
+1,133
+3% +$114K 0.03% 486
2026
Q1 		$4.57M Buy
45,057
+6,162
+16% +$632K 0.04% 451
2025
Q4 		$4.17M Sell
38,895
-6,813
-15% -$677K 0.05% 334
2025
Q3 		$4.38M Buy
45,708
+6,261
+16% +$606K 0.04% 413
2025
Q2 		$4.1M Buy
39,447
+4,544
+13% +$452K 0.04% 382
2025
Q1 		$3.5M Sell
34,903
-3,920
-10% -$362K 0.04% 406
2024
Q4 		$3.44M Buy
38,823
+2,206
+6% +$189K 0.04% 385
2024
Q3 		$2.92M Buy
+36,617
New +$2.74M 0.04% 439

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's AXS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AXIS Capital (AXS) stake by 2.5% in Q2 2026, buying an estimated $114K and bringing the position to 46,190 shares worth $4.96M. The position accounts for 0.03% of the portfolio, ranked #486.

Integrated Wealth Concepts first reported a position in AXS in Q3 2024 and has held it in 8 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Integrated Wealth Concepts held 46,190 shares of AXIS Capital worth $4.96M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,133 AXIS Capital shares in Q2 2026, an estimated $114K.
  • AXIS Capital made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #486 holding.
  • Integrated Wealth Concepts first reported a position in AXIS Capital in Q3 2024 and has held it in 8 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.