SWA
AXON

SOA Wealth Advisors’s Axon Enterprise AXON Stock Holding History

SOA 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
Q1 		– Sell
-72
Closed -$40.6K – 868
2025
Q4 		$40.6K Sell
72
-39
-35% -$24.2K 0.01% 401
2025
Q3 		$79.3K Buy
111
+32
+41% +$24.3K 0.01% 313
2025
Q2 		$65K Buy
79
+50
+172% +$34K 0.01% 324
2025
Q1 		$15.3K Buy
29
+14
+93% +$8.19K ﹤0.01% 512
2024
Q4 		$8.91K Hold
15
– – ﹤0.01% 554
2024
Q3 		$5.99K Buy
+15
New +$5.17K ﹤0.01% 591

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

SOA Wealth Advisors's AXON Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Axon Enterprise (AXON) in Q1 2026, closing a stake of 72 shares — an estimated $40.6K sold.

SOA Wealth Advisors first reported a position in AXON in Q3 2024 and held it in 6 quarters. The position peaked at $79.3K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold AXON as of Q1 2026.

  • SOA Wealth Advisors reported no remaining Axon Enterprise position as of Q1 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 72 Axon Enterprise shares in Q1 2026, an estimated $40.6K.
  • SOA Wealth Advisors first reported a position in Axon Enterprise in Q3 2024 and held it in 6 quarters.
  • SOA Wealth Advisors's Axon Enterprise position peaked at $79.3K in Q3 2025.
  • 1,055 funds tracked by Wall St. Rank held Axon Enterprise as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.