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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
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 $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return