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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 – 671
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
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