VFA
AXON

Valeo Financial Advisors’s Axon Enterprise AXON Stock Holding History

Valeo Financial Advisors’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
Q3 		$409K Sell
967
-92
-9% -$49.7K 0.01% 521
2026
Q2 		$594K Buy
1,059
+41
+4% +$17.2K 0.01% 407
2026
Q1 		$432K Sell
1,018
-167
-14% -$86.8K 0.01% 447
2025
Q4 		$673K Buy
1,185
+38
+3% +$23.6K 0.02% 390
2025
Q3 		$823K Buy
1,147
+160
+16% +$121K 0.02% 346
2025
Q2 		$817K Buy
987
+38
+4% +$25.9K 0.02% 344
2025
Q1 		$499K Sell
949
-135
-12% -$79K 0.01% 416
2024
Q4 		$644K Buy
1,084
+43
+4% +$23.4K 0.02% 355
2024
Q3 		$416K Buy
1,041
+2
+0.2% +$689 0.01% 453
2024
Q2 		$306K Sell
1,039
-102
-9% -$30.4K 0.01% 513
2024
Q1 		$345K Buy
1,141
+184
+19% +$51.1K 0.01% 461
2023
Q4 		$247K Sell
957
-144
-13% -$32.5K 0.01% 551
2023
Q3 		$219K Buy
1,101
+22
+2% +$4.33K 0.01% 543
2023
Q2 		$211K Buy
1,079
+10
+0.9% +$2.07K 0.01% 533
2023
Q1 		$240K Buy
+1,069
New +$213K 0.01% 504
2022
Q4 		– Sell
-2,043
Closed -$236K – 566
2022
Q3 		$236K Buy
+2,043
New +$232K 0.02% 405
2020
Q3 		– Sell
-200
Closed -$20K – 1616
2020
Q2 		$20K Buy
+200
New +$16.2K ﹤0.01% 1051

Other funds holding AXON

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
DC
Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Valeo Financial Advisors's AXON Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Axon Enterprise (AXON) stake by 8.7% in Q3 2026, selling an estimated $49.7K and leaving 967 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #521.

Valeo Financial Advisors first reported a position in AXON in Q2 2020 and has held it in 17 quarters since. The position peaked at $823K in Q3 2025. 40 funds tracked by Wall St. Rank hold AXON as of Q3 2026.

  • Valeo Financial Advisors held 967 shares of Axon Enterprise worth $409K as of Q3 2026.
  • Valeo Financial Advisors sold 92 Axon Enterprise shares in Q3 2026, an estimated $49.7K.
  • Axon Enterprise made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #521 holding.
  • Valeo Financial Advisors first reported a position in Axon Enterprise in Q2 2020 and has held it in 17 quarters since.
  • Valeo Financial Advisors's Axon Enterprise position peaked at $823K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Axon Enterprise as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.