Phillips Wealth Planners’s AXIS Capital AXS Stock Holding History

Phillips Wealth Planners’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	$376K	Sell	3,281 -27	-0.8%	-$2.71K	0.28%	108
2026 Q1	$326K	Sell	3,308 -427	-11%	-$43.8K	0.25%	138
2025 Q4	$386K	Sell	3,735 -5	-0.1%	-$497	0.31%	106
2025 Q3	$355K	Sell	3,740 -82	-2%	-$7.94K	0.3%	112
2025 Q2	$376K	Buy	3,822 +20	+0.5%	+$1.99K	0.34%	101
2025 Q1	$353K	Sell	3,802 -24	-0.6%	-$2.22K	0.37%	87
2024 Q4	$327K	Buy	3,826 +408	+12%	+$34.9K	0.33%	107
2024 Q3	$279K	Sell	3,418 -87	-2%	-$6.51K	0.27%	135
2024 Q2	$246K	Sell	3,505 -38	-1%	-$2.58K	0.26%	148
2024 Q1	$217K	Buy	+3,543	New	+$212K	0.25%	161
2023 Q4	–	Sell	-3,617	Closed	-$208K	–	157
2023 Q3	$208K	Buy	+3,617	New	+$200K	0.28%	138
2023 Q2	–	Sell	-3,512	Closed	-$200K	–	149
2023 Q1	$200K	Buy	+3,512	New	+$204K	0.26%	144

Other funds holding AXS

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Phillips Wealth Planners's AXS Position: Q2 2026 in Review

Phillips Wealth Planners reduced its AXIS Capital (AXS) stake by 0.82% in Q2 2026, selling an estimated $2.71K and leaving 3,281 shares worth $376K. The position accounts for 0.28% of the portfolio, ranked #108.

Phillips Wealth Planners first reported a position in AXS in Q1 2023 and has held it in 12 quarters since. The position peaked at $386K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Phillips Wealth Planners held 3,281 shares of AXIS Capital worth $376K as of Q2 2026.
Phillips Wealth Planners sold 27 AXIS Capital shares in Q2 2026, an estimated $2.71K.
AXIS Capital made up 0.28% of Phillips Wealth Planners's portfolio in Q2 2026, its #108 holding.
Phillips Wealth Planners first reported a position in AXIS Capital in Q1 2023 and has held it in 12 quarters since.
Phillips Wealth Planners's AXIS Capital position peaked at $386K in Q4 2025.
473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.