UCFA
AXGN icon

United Capital Financial Advisors’s Axogen AXGN Stock Holding History

United Capital Financial Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-21,029
Closed -$228K – 1206
2025
Q2 		$228K Sell
21,029
-63
-0.3% -$825 ﹤0.01% 1013
2025
Q1 		$390K Sell
21,092
-90
-0.4% -$1.62K ﹤0.01% 814
2024
Q4 		$349K Sell
21,182
-43
-0.2% -$609 ﹤0.01% 839
2024
Q3 		$298K Sell
21,225
-26
-0.1% -$288 ﹤0.01% 878
2024
Q2 		$154K Sell
21,251
-752
-3% -$5.14K ﹤0.01% 991
2024
Q1 		$178K Sell
22,003
-133
-0.6% -$1.19K ﹤0.01% 1033
2023
Q4 		$151K Buy
+22,136
New +$123K ﹤0.01% 1018

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

United Capital Financial Advisors's AXGN Position: Q3 2025 in Review

United Capital Financial Advisors sold out of Axogen (AXGN) in Q3 2025, closing a stake of 21,029 shares — an estimated $228K sold.

United Capital Financial Advisors first reported a position in AXGN in Q4 2023 and held it in 7 quarters. The position peaked at $390K in Q1 2025. 171 funds tracked by Wall St. Rank hold AXGN as of Q3 2025.

  • United Capital Financial Advisors reported no remaining Axogen position as of Q3 2025 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,029 Axogen shares in Q3 2025, an estimated $228K.
  • United Capital Financial Advisors first reported a position in Axogen in Q4 2023 and held it in 7 quarters.
  • United Capital Financial Advisors's Axogen position peaked at $390K in Q1 2025.
  • 171 funds tracked by Wall St. Rank held Axogen as of Q3 2025.

Based on United Capital Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.