UFPG
AXON

United Financial Planning Group’s Axon Enterprise AXON Stock Holding History

United Financial Planning Group’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8K Hold
5
– – ﹤0.01% 433
2026
Q1 		$2.12K Buy
5
+4
+400% +$2.08K ﹤0.01% 423
2025
Q4 		$568 Buy
+1
New +$621 ﹤0.01% 386

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

United Financial Planning Group's AXON Position: Q2 2026 in Review

United Financial Planning Group held its Axon Enterprise (AXON) position steady in Q2 2026 at 5 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

United Financial Planning Group first reported a position in AXON in Q4 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • United Financial Planning Group held 5 shares of Axon Enterprise worth $2.8K as of Q2 2026.
  • United Financial Planning Group left its Axon Enterprise share count unchanged in Q2 2026.
  • Axon Enterprise made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #433 holding.
  • United Financial Planning Group first reported a position in Axon Enterprise in Q4 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.