MPIA
AXS icon

Milestones Private Investment Advisors’s AXIS Capital AXS Stock Holding History

Milestones Private Investment Advisors’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 		$306K Sell
2,850
-550
-16% -$55.1K 0.24% 59
2026
Q1 		$345K Hold
3,400
– – 0.3% 60
2025
Q4 		$364K Hold
3,400
– – 0.25% 87
2025
Q3 		$326K Hold
3,400
– – 0.22% 94
2025
Q2 		$353K Buy
+3,400
New +$338K 0.26% 83

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

Milestones Private Investment Advisors's AXS Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its AXIS Capital (AXS) stake by 16% in Q2 2026, selling an estimated $55.1K and leaving 2,850 shares worth $306K. The position accounts for 0.24% of the portfolio, ranked #59.

Milestones Private Investment Advisors first reported a position in AXS in Q2 2025 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Milestones Private Investment Advisors held 2,850 shares of AXIS Capital worth $306K as of Q2 2026.
  • Milestones Private Investment Advisors sold 550 AXIS Capital shares in Q2 2026, an estimated $55.1K.
  • AXIS Capital made up 0.24% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #59 holding.
  • Milestones Private Investment Advisors first reported a position in AXIS Capital in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's AXIS Capital position peaked at $364K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.