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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
Q2 		$6.51M Buy
141,009
+1,809
+1% +$72.9K 2.97% 7
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Primoris Wealth Advisors's AXGN Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Axogen (AXGN) stake by 1.3% in Q2 2026, buying an estimated $72.9K and bringing the position to 141,009 shares worth $6.51M. The position accounts for 2.97% of the portfolio, ranked #7.

Primoris Wealth Advisors first reported a position in AXGN in Q3 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Primoris Wealth Advisors held 141,009 shares of Axogen worth $6.51M as of Q2 2026.
  • Primoris Wealth Advisors bought 1,809 Axogen shares in Q2 2026, an estimated $72.9K.
  • Axogen made up 2.97% of Primoris Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Primoris Wealth Advisors first reported a position in Axogen in Q3 2024 and has held it in 8 quarters since.
  • 254 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.