Wealth Enhancement Advisory Services
AXS icon

Wealth Enhancement Advisory Services’s AXIS Capital AXS Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$7.15M Buy
80,580
+7,834
+11% +$815K 0.01% 881
2026
Q2 		$7.49M Sell
72,746
-5,942
-8% -$596K 0.01% 797
2026
Q1 		$7.34M Buy
78,688
+14,897
+23% +$1.53M 0.01% 715
2025
Q4 		$6.55M Buy
63,791
+18,168
+40% +$1.8M 0.01% 887
2025
Q3 		$4.4M Sell
45,623
-2,204
-5% -$213K 0.01% 1013
2025
Q2 		$4.74M Buy
47,827
+10,161
+27% +$1.01M 0.01% 920
2025
Q1 		$3.78M Buy
37,666
+10,008
+36% +$924K 0.01% 930
2024
Q4 		$2.45M Buy
27,658
+10,393
+60% +$890K ﹤0.01% 1071
2024
Q3 		$1.37M Buy
17,265
+7,205
+72% +$539K ﹤0.01% 1238
2024
Q2 		$711K Buy
10,060
+3,463
+52% +$235K ﹤0.01% 1438
2024
Q1 		$429K Buy
6,597
+137
+2% +$8.2K ﹤0.01% 1680
2023
Q4 		$358K Sell
6,460
-58
-0.9% -$3.22K ﹤0.01% 1709
2023
Q3 		$367K Buy
+6,518
New +$360K ﹤0.01% 1615
2022
Q4 		– Sell
-27,163
Closed -$1.35M – 321
2022
Q3 		$1.35M Buy
+27,163
New +$1.44M 0.02% 208
2021
Q4 		– Sell
-77,939
Closed -$4.09M – 299
2021
Q3 		$4.09M Buy
+77,939
New +$3.87M 0.06% 116

Other funds holding AXS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Benedict Financial Advisors
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Wealth Enhancement Advisory Services's AXS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its AXIS Capital (AXS) stake by 11% in Q3 2026, buying an estimated $815K and bringing the position to 80,580 shares worth $7.15M. The position accounts for 0.01% of the portfolio, ranked #881.

Wealth Enhancement Advisory Services first reported a position in AXS in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.49M in Q2 2026. 74 funds tracked by Wall St. Rank hold AXS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 80,580 shares of AXIS Capital worth $7.15M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,834 AXIS Capital shares in Q3 2026, an estimated $815K.
  • AXIS Capital made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #881 holding.
  • Wealth Enhancement Advisory Services first reported a position in AXIS Capital in Q3 2021 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's AXIS Capital position peaked at $7.49M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held AXIS Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.