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Summit Wealth Group (Colorado)’s Axalta AXTA Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+6,554
New +$197K 0.02% 352
2026
Q1 		– Sell
-8,632
Closed -$279K – 341
2025
Q4 		$279K Buy
+8,632
New +$253K 0.04% 217
2025
Q3 		– Sell
-25,410
Closed -$754K – 491
2025
Q2 		$754K Buy
+25,410
New +$791K 0.19% 106

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Summit Wealth Group (Colorado)'s AXTA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in Axalta (AXTA) in Q2 2026: 6,554 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings. This is a return to the name: Summit Wealth Group (Colorado) previously reported a position in AXTA as recently as Q4 2025.

Summit Wealth Group (Colorado) first reported a position in AXTA in Q2 2025 and has held it in 3 quarters since. The position peaked at $754K in Q2 2025. 360 funds tracked by Wall St. Rank hold AXTA as of Q2 2026.

  • Summit Wealth Group (Colorado) held 6,554 shares of Axalta worth $224K as of Q2 2026.
  • Axalta was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • Axalta made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #352 holding.
  • Summit Wealth Group (Colorado) first reported a position in Axalta in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Axalta position peaked at $754K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Axalta as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.