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 Q3	$87.9K	Sell	933 -116	-11%	-$12.1K	0.02%	323
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

Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

True Wealth Design's AXS Position: Q3 2026 in Review

True Wealth Design reduced its AXIS Capital (AXS) stake by 11% in Q3 2026, selling an estimated $12.1K and leaving 933 shares worth $87.9K. The position accounts for 0.02% of the portfolio, ranked #323.

True Wealth Design first reported a position in AXS in Q3 2024 and has held it in 9 quarters since. The position peaked at $113K in Q2 2026. 45 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

True Wealth Design held 933 shares of AXIS Capital worth $87.9K as of Q3 2026.
True Wealth Design sold 116 AXIS Capital shares in Q3 2026, an estimated $12.1K.
AXIS Capital made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #323 holding.
True Wealth Design first reported a position in AXIS Capital in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's AXIS Capital position peaked at $113K in Q2 2026.
45 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.