RFP
AXON

Root Financial Partners’s Axon Enterprise AXON Stock Holding History

Root Financial Partners’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41
Closed -$17.4K – 667
2026
Q1 		$17.4K Buy
41
+7
+21% +$3.64K ﹤0.01% 1400
2025
Q4 		$19.3K Sell
34
-13
-28% -$8.07K ﹤0.01% 1206
2025
Q3 		$33.7K Buy
+47
New +$35.7K ﹤0.01% 827

Other funds holding AXON

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Root Financial Partners's AXON Position: Q2 2026 in Review

Root Financial Partners sold out of Axon Enterprise (AXON) in Q2 2026, closing a stake of 41 shares — an estimated $17.4K sold.

Root Financial Partners first reported a position in AXON in Q3 2025 and held it in 3 quarters. The position peaked at $33.7K in Q3 2025. 389 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Root Financial Partners reported no remaining Axon Enterprise position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 41 Axon Enterprise shares in Q2 2026, an estimated $17.4K.
  • Root Financial Partners first reported a position in Axon Enterprise in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Axon Enterprise position peaked at $33.7K in Q3 2025.
  • 389 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.