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

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return

Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ativo Capital Management Chicago, Illinois $115M AUM 19.02% 1-Year Est. Return

Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM