Root Financial Partners
AXON icon

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
Q3 		$23.7K Buy
+56
New +$30.2K ﹤0.01% 1467
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's AXON Position: Q3 2026 in Review

Root Financial Partners opened a new position in Axon Enterprise (AXON) in Q3 2026: 56 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1467 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AXON as recently as Q1 2026.

Root Financial Partners first reported a position in AXON in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.7K in Q3 2025. 916 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

  • Root Financial Partners held 56 shares of Axon Enterprise worth $23.7K as of Q3 2026.
  • Axon Enterprise was a new Root Financial Partners position in Q3 2026.
  • Axon Enterprise made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1467 holding.
  • Root Financial Partners first reported a position in Axon Enterprise in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Axon Enterprise position peaked at $33.7K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.