U.S. Capital Wealth Advisors’s AXIS Capital AXS Stock Holding History

U.S. Capital Wealth Advisors’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	–	Sell	-17,191	Closed	-$1.84M	–	1014
2025 Q4	$1.84M	Sell	17,191 -1,782	-9%	-$177K	0.05%	353
2025 Q3	$1.82M	Sell	18,973 -906	-5%	-$87.7K	0.05%	352
2025 Q2	$2.06M	Buy	+19,879	New	+$1.98M	0.06%	292
2024 Q2	–	Sell	-5,100	Closed	-$332K	–	670
2024 Q1	$332K	Hold	5,100	–	–	0.01%	544
2023 Q4	$282K	Buy	5,100 +1,000	+24%	+$55.6K	0.01%	567
2023 Q3	$231K	Hold	4,100	–	–	0.01%	565
2023 Q2	$221K	Hold	4,100	–	–	0.01%	606
2023 Q1	$224K	Hold	4,100	–	–	0.01%	588
2022 Q4	$222K	Buy	+4,100	New	+$222K	0.01%	584

Other funds holding AXS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AGA

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's AXS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of AXIS Capital (AXS) in Q1 2026, closing a stake of 17,191 shares — an estimated $1.84M sold.

U.S. Capital Wealth Advisors first reported a position in AXS in Q4 2022 and held it in 9 quarters. The position peaked at $2.06M in Q2 2025. 466 funds tracked by Wall St. Rank hold AXS as of Q1 2026.

U.S. Capital Wealth Advisors reported no remaining AXIS Capital position as of Q1 2026 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 17,191 AXIS Capital shares in Q1 2026, an estimated $1.84M.
U.S. Capital Wealth Advisors first reported a position in AXIS Capital in Q4 2022 and held it in 9 quarters.
U.S. Capital Wealth Advisors's AXIS Capital position peaked at $2.06M in Q2 2025.
466 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.