WPA
AXA

Wealth Preservation Advisors’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Wealth Preservation Advisors’s Portfolio AXA Stock Details AXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-82
Closed -$3.94K – 1225
2025
Q4 		$3.94K Hold
82
– – ﹤0.01% 412
2025
Q3 		$3.92K Hold
82
– – ﹤0.01% 401
2025
Q2 		$4.01K Buy
+82
New +$4.01K ﹤0.01% 386

Other funds holding AXA

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Ativo Capital Management Chicago, Illinois $131M AUM 19.64% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
RCM
RNC Capital Management Los Angeles, California $2.43B AUM 28.59% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Preservation Advisors's AXA Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of AXA ADS (1 ORD SHS) (AXA) in Q1 2026, closing a stake of 82 shares — an estimated $3.94K sold.

Wealth Preservation Advisors first reported a position in AXA in Q2 2025 and held it in 3 quarters. The position peaked at $4.01K in Q2 2025. 21 funds tracked by Wall St. Rank hold AXA as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining AXA ADS (1 ORD SHS) position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 82 AXA ADS (1 ORD SHS) shares in Q1 2026, an estimated $3.94K.
  • Wealth Preservation Advisors first reported a position in AXA ADS (1 ORD SHS) in Q2 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's AXA ADS (1 ORD SHS) position peaked at $4.01K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q1 2026.

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