SWA
AXON

Serenus Wealth Advisors’s Axon Enterprise AXON Stock Holding History

Serenus Wealth Advisors’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 		$207K Buy
+369
New +$154K 0.04% 72
2026
Q1 		– Sell
-369
Closed -$210K – 69
2025
Q4 		$210K Hold
369
– – 0.04% 66
2025
Q3 		$265K Buy
369
+69
+23% +$52.4K 0.05% 55
2025
Q2 		$248K Buy
+300
New +$204K 0.04% 55

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Serenus Wealth Advisors's AXON Position: Q2 2026 in Review

Serenus Wealth Advisors opened a new position in Axon Enterprise (AXON) in Q2 2026: 369 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #72 among its holdings. This is a return to the name: Serenus Wealth Advisors previously reported a position in AXON as recently as Q4 2025.

Serenus Wealth Advisors first reported a position in AXON in Q2 2025 and has held it in 4 quarters since. The position peaked at $265K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Serenus Wealth Advisors held 369 shares of Axon Enterprise worth $207K as of Q2 2026.
  • Axon Enterprise was a new Serenus Wealth Advisors position in Q2 2026.
  • Axon Enterprise made up 0.04% of Serenus Wealth Advisors's portfolio in Q2 2026, its #72 holding.
  • Serenus Wealth Advisors first reported a position in Axon Enterprise in Q2 2025 and has held it in 4 quarters since.
  • Serenus Wealth Advisors's Axon Enterprise position peaked at $265K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.