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AXS icon

True Wealth Design’s AXIS Capital AXS Stock Holding History

True Wealth Design’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 		$113K Sell
1,049
-40
-4% -$4.01K 0.03% 226
2026
Q1 		$110K Buy
1,089
+121
+13% +$12.4K 0.03% 187
2025
Q4 		$104K Buy
968
+86
+10% +$8.54K 0.03% 182
2025
Q3 		$84.5K Buy
882
+209
+31% +$20.2K 0.03% 199
2025
Q2 		$69.9K Buy
673
+25
+4% +$2.49K 0.02% 157
2025
Q1 		$65K Buy
648
+69
+12% +$6.37K 0.02% 153
2024
Q4 		$51.3K Buy
579
+82
+16% +$7.02K 0.02% 156
2024
Q3 		$39.6K Buy
+497
New +$37.2K 0.02% 177

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's AXS Position: Q2 2026 in Review

True Wealth Design reduced its AXIS Capital (AXS) stake by 3.7% in Q2 2026, selling an estimated $4.01K and leaving 1,049 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #226.

True Wealth Design first reported a position in AXS in Q3 2024 and has held it in 8 quarters since. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • True Wealth Design held 1,049 shares of AXIS Capital worth $113K as of Q2 2026.
  • True Wealth Design sold 40 AXIS Capital shares in Q2 2026, an estimated $4.01K.
  • AXIS Capital made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #226 holding.
  • True Wealth Design first reported a position in AXIS Capital in Q3 2024 and has held it in 8 quarters since.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.