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Waddell & Associates’s AXIS Capital AXS Stock Holding History

Waddell & Associates’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
Q2 		$239K Sell
2,221
-514
-19% -$51.5K 0.01% 471
2026
Q1 		$277K Buy
2,735
+778
+40% +$79.9K 0.02% 352
2025
Q4 		$210K Buy
+1,957
New +$194K 0.01% 350
2025
Q3 		– Sell
-2,161
Closed -$224K – 327
2025
Q2 		$224K Buy
+2,161
New +$215K 0.02% 212

Other funds holding AXS

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Waddell & Associates's AXS Position: Q2 2026 in Review

Waddell & Associates reduced its AXIS Capital (AXS) stake by 19% in Q2 2026, selling an estimated $51.5K and leaving 2,221 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #471.

Waddell & Associates first reported a position in AXS in Q2 2025 and has held it in 4 quarters since. The position peaked at $277K in Q1 2026. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Waddell & Associates held 2,221 shares of AXIS Capital worth $239K as of Q2 2026.
  • Waddell & Associates sold 514 AXIS Capital shares in Q2 2026, an estimated $51.5K.
  • AXIS Capital made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #471 holding.
  • Waddell & Associates first reported a position in AXIS Capital in Q2 2025 and has held it in 4 quarters since.
  • Waddell & Associates's AXIS Capital position peaked at $277K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.