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Wealth Preservation Advisors’s AXIS Capital AXS Stock Holding History

Wealth Preservation Advisors’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
-364
Closed -$36.9K – 164
2026
Q1 		$36.9K Buy
364
+294
+420% +$30.2K 0.03% 215
2025
Q4 		$7.5K Sell
70
-1
-1% -$99 ﹤0.01% 326
2025
Q3 		$6.8K Buy
71
+1
+1% +$97 ﹤0.01% 329
2025
Q2 		$7.27K Hold
70
– – ﹤0.01% 325
2025
Q1 		$7.02K Buy
+70
New +$6.46K 0.01% 343

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 Preservation Advisors's AXS Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of AXIS Capital (AXS) in Q2 2026, closing a stake of 364 shares — an estimated $36.9K sold.

Wealth Preservation Advisors first reported a position in AXS in Q1 2025 and held it in 5 quarters. The position peaked at $36.9K in Q1 2026. 472 funds tracked by Wall St. Rank hold AXS as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining AXIS Capital position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 364 AXIS Capital shares in Q2 2026, an estimated $36.9K.
  • Wealth Preservation Advisors first reported a position in AXIS Capital in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's AXIS Capital position peaked at $36.9K in Q1 2026.
  • 472 funds tracked by Wall St. Rank held AXIS Capital as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.