Phoenix Wealth Advisors
AKAM icon

Phoenix Wealth Advisors’s Akamai AKAM Stock Holding History

Phoenix Wealth Advisors’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$239K Sell
2,247
-30
-1% -$3.43K 0.07% 116
2026
Q2 		$269K Sell
2,277
-33
-1% -$4.11K 0.09% 112
2026
Q1 		$265K Sell
2,310
-76
-3% -$7.62K 0.1% 112
2025
Q4 		$208K Buy
+2,386
New +$196K 0.08% 122
2025
Q2 		– Sell
-2,487
Closed -$200K – 126
2025
Q1 		$200K Sell
2,487
-52
-2% -$4.67K 0.09% 122
2024
Q4 		$243K Sell
2,539
-35
-1% -$3.43K 0.11% 106
2024
Q3 		$260K Sell
2,574
-49
-2% -$4.78K 0.12% 107
2024
Q2 		$236K Buy
2,623
+79
+3% +$7.64K 0.12% 112
2024
Q1 		$277K Sell
2,544
-38
-1% -$4.38K 0.17% 99
2023
Q4 		$302K Sell
2,582
-53
-2% -$5.9K 0.21% 90
2023
Q3 		$281K Buy
2,635
+37
+1% +$3.68K 0.16% 92
2023
Q2 		$233K Sell
2,598
-23
-0.9% -$1.97K 0.14% 100
2023
Q1 		$205K Buy
2,621
+44
+2% +$3.56K 0.13% 102
2022
Q4 		$217K Buy
+2,577
New +$224K 0.13% 103
2022
Q3 		– Sell
-2,479
Closed -$226K – 109
2022
Q2 		$226K Buy
2,479
+143
+6% +$14.9K 0.22% 102
2022
Q1 		$279K Buy
2,336
+164
+8% +$18.4K 0.29% 76
2021
Q4 		$254K Sell
2,172
-495
-19% -$54.4K 0.19% 102
2021
Q3 		$279K Buy
2,667
+23
+0.9% +$2.63K 0.21% 94
2021
Q2 		$310K Buy
2,644
+230
+10% +$25.7K 0.22% 93
2021
Q1 		$248K Buy
2,414
+540
+29% +$55.8K 0.19% 101
2020
Q4 		$197K Buy
+1,874
New +$196K 0.15% 110

Other funds holding AKAM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Phoenix Wealth Advisors's AKAM Position: Q3 2026 in Review

Phoenix Wealth Advisors reduced its Akamai (AKAM) stake by 1.3% in Q3 2026, selling an estimated $3.43K and leaving 2,247 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #116.

Phoenix Wealth Advisors first reported a position in AKAM in Q4 2020 and has held it in 21 quarters since. The position peaked at $310K in Q2 2021. 413 funds tracked by Wall St. Rank hold AKAM as of Q3 2026.

  • Phoenix Wealth Advisors held 2,247 shares of Akamai worth $239K as of Q3 2026.
  • Phoenix Wealth Advisors sold 30 Akamai shares in Q3 2026, an estimated $3.43K.
  • Akamai made up 0.07% of Phoenix Wealth Advisors's portfolio in Q3 2026, its #116 holding.
  • Phoenix Wealth Advisors first reported a position in Akamai in Q4 2020 and has held it in 21 quarters since.
  • Phoenix Wealth Advisors's Akamai position peaked at $310K in Q2 2021.
  • 413 funds tracked by Wall St. Rank held Akamai as of Q3 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.