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Perigon Wealth Management’s Axalta AXTA Stock Holding History

Perigon Wealth Management’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 		– Sell
-6,798
Closed -$220K – 1304
2025
Q4 		$220K Sell
6,798
-1,363
-17% -$40K ﹤0.01% 1188
2025
Q3 		$234K Buy
+8,161
New +$246K ﹤0.01% 1071

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

Perigon Wealth Management's AXTA Position: Q1 2026 in Review

Perigon Wealth Management sold out of Axalta (AXTA) in Q1 2026, closing a stake of 6,798 shares — an estimated $220K sold.

Perigon Wealth Management first reported a position in AXTA in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 380 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Perigon Wealth Management reported no remaining Axalta position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 6,798 Axalta shares in Q1 2026, an estimated $220K.
  • Perigon Wealth Management first reported a position in Axalta in Q3 2025 and held it in 2 quarters.
  • Perigon Wealth Management's Axalta position peaked at $234K in Q3 2025.
  • 380 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.