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
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% -$3.23K ﹤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

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

Wealth Enhancement Advisory Services's AXS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its AXIS Capital (AXS) stake by 7.6% in Q2 2026, selling an estimated $596K and leaving 72,746 shares worth $7.49M. The position accounts for 0.01% of the portfolio, ranked #797.

Wealth Enhancement Advisory Services first reported a position in AXS in Q3 2021 and has held it in 14 quarters since. 473 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 72,746 shares of AXIS Capital worth $7.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 5,942 AXIS Capital shares in Q2 2026, an estimated $596K.
  • AXIS Capital made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #797 holding.
  • Wealth Enhancement Advisory Services first reported a position in AXIS Capital in Q3 2021 and has held it in 14 quarters since.
  • 473 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.