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Waypoint Wealth Counsel’s AXIS Capital AXS Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,159
Closed -$219K – 163
2026
Q1 		$219K Sell
2,159
-608
-22% -$62.4K 0.11% 200
2025
Q4 		$296K Buy
+2,767
New +$275K 0.11% 187
2025
Q3 		– Sell
-2,365
Closed -$246K – 271
2025
Q2 		$246K Buy
+2,365
New +$235K 0.12% 148

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 $3.37T AUM 44.26% 1-Year Est. Return

Waypoint Wealth Counsel's AXS Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 2,159 shares — an estimated $219K sold.

Waypoint Wealth Counsel first reported a position in AXS in Q2 2025 and held it in 3 quarters. The position peaked at $296K in Q4 2025. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,159 AXIS Capital shares in Q2 2026, an estimated $219K.
  • Waypoint Wealth Counsel first reported a position in AXIS Capital in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's AXIS Capital position peaked at $296K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.