Spire Wealth Management’s AXIS Capital AXS Stock Holding History

Spire Wealth Management’s Portfolio AXS Stock Details AXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-25	Closed	-$2.54K	–	2240
2026 Q1	$2.54K	Hold	25	–	–	﹤0.01%	1996
2025 Q4	$2.68K	Hold	25	–	–	﹤0.01%	2038
2025 Q3	$2.4K	Hold	25	–	–	﹤0.01%	2124
2025 Q2	$2.6K	Hold	25	–	–	﹤0.01%	2123
2025 Q1	$2.51K	Hold	25	–	–	﹤0.01%	2232
2024 Q4	$2.22K	Hold	25	–	–	﹤0.01%	2233
2024 Q3	$1.99K	Hold	25	–	–	﹤0.01%	2004
2024 Q2	$1.77K	Hold	25	–	–	﹤0.01%	2031
2024 Q1	$1.63K	Hold	25	–	–	﹤0.01%	2135
2023 Q4	$1.39K	Hold	25	–	–	﹤0.01%	2215
2023 Q3	$1.41K	Hold	25	–	–	﹤0.01%	2196
2023 Q2	$1.35K	Hold	25	–	–	﹤0.01%	2261
2023 Q1	$1.36K	Hold	25	–	–	﹤0.01%	2344
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	2142
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	2042
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	2462
2022 Q1	$2K	Sell	25 -42	-63%	-$2.34K	﹤0.01%	2372
2021 Q4	$4K	Buy	67 +42	+168%	+$2.17K	﹤0.01%	2604
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	2517
2021 Q2	$1K	Sell	25 -42	-63%	-$2.23K	﹤0.01%	2526
2021 Q1	$3K	Buy	+67	New	+$3.36K	﹤0.01%	2734

Other funds holding AXS

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jupiter Topco New York $245B AUM

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spire Wealth Management's AXS Position: Q2 2026 in Review

Spire Wealth Management sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 25 shares — an estimated $2.54K sold.

Spire Wealth Management first reported a position in AXS in Q1 2021 and held it in 21 quarters. The position peaked at $4K in Q4 2021. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

Spire Wealth Management reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 25 AXIS Capital shares in Q2 2026, an estimated $2.54K.
Spire Wealth Management first reported a position in AXIS Capital in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's AXIS Capital position peaked at $4K in Q4 2021.
473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.