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Waverly Advisors’s Axalta AXTA Stock Holding History

Waverly Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344K Buy
12,424
+3,074
+33% +$97.5K ﹤0.01% 1245
2025
Q4 		$302K Buy
9,350
+1,960
+27% +$57.5K ﹤0.01% 1200
2025
Q3 		$212K Buy
+7,390
New +$222K ﹤0.01% 1196

Other funds holding AXTA

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Waverly Advisors's AXTA Position: Q1 2026 in Review

Waverly Advisors increased its Axalta (AXTA) stake by 33% in Q1 2026, buying an estimated $97.5K and bringing the position to 12,424 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Waverly Advisors first reported a position in AXTA in Q3 2025 and has held it in 3 quarters since. 380 funds tracked by Wall St. Rank hold AXTA as of Q1 2026.

  • Waverly Advisors held 12,424 shares of Axalta worth $344K as of Q1 2026.
  • Waverly Advisors bought 3,074 Axalta shares in Q1 2026, an estimated $97.5K.
  • Axalta made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1245 holding.
  • Waverly Advisors first reported a position in Axalta in Q3 2025 and has held it in 3 quarters since.
  • 380 funds tracked by Wall St. Rank held Axalta as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.