PWA
AXGN icon

Primoris Wealth Advisors’s Axogen AXGN Stock Holding History

Primoris Wealth Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.61M Sell
139,200
-200
-0.1% -$6.5K 3.23% 9
2025
Q4 		$4.56M Sell
139,400
-3,660
-3% -$90K 2.73% 12
2025
Q3 		$2.55M Buy
143,060
+127,360
+811% +$1.85M 1.62% 21
2025
Q2 		$170K Buy
15,700
+1,300
+9% +$17K 0.12% 96
2025
Q1 		$277K Hold
14,400
– – 0.21% 78
2024
Q4 		$237K Sell
14,400
-350
-2% -$4.96K 0.18% 82
2024
Q3 		$207K Buy
+14,750
New +$163K 0.15% 97

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primoris Wealth Advisors's AXGN Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Axogen (AXGN) stake by 0.14% in Q1 2026, selling an estimated $6.5K and leaving 139,200 shares worth $4.61M. The position accounts for 3.23% of the portfolio, ranked #9.

Primoris Wealth Advisors first reported a position in AXGN in Q3 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold AXGN as of Q1 2026.

  • Primoris Wealth Advisors held 139,200 shares of Axogen worth $4.61M as of Q1 2026.
  • Primoris Wealth Advisors sold 200 Axogen shares in Q1 2026, an estimated $6.5K.
  • Axogen made up 3.23% of Primoris Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Primoris Wealth Advisors first reported a position in Axogen in Q3 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held Axogen as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.