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Integrated Wealth Concepts’s Axalta AXTA Stock Holding History

Integrated Wealth Concepts’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
Q1 		$782K Buy
28,219
+14,723
+109% +$467K 0.01% 1258
2025
Q4 		$436K Buy
13,496
+3,594
+36% +$105K 0.01% 1159
2025
Q3 		$283K Sell
9,902
-1,364
-12% -$41.1K ﹤0.01% 1663
2025
Q2 		$334K Buy
+11,266
New +$351K ﹤0.01% 1495

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Integrated Wealth Concepts's AXTA Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Axalta (AXTA) stake by 109% in Q1 2026, buying an estimated $467K and bringing the position to 28,219 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #1258.

Integrated Wealth Concepts first reported a position in AXTA in Q2 2025 and has held it in 4 quarters since. 380 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Integrated Wealth Concepts held 28,219 shares of Axalta worth $782K as of Q1 2026.
  • Integrated Wealth Concepts bought 14,723 Axalta shares in Q1 2026, an estimated $467K.
  • Axalta made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1258 holding.
  • Integrated Wealth Concepts first reported a position in Axalta in Q2 2025 and has held it in 4 quarters since.
  • 380 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.