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Wealthspire Advisors (New York)’s AXIS Capital AXS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-167
Closed -$16K – 1195
2025
Q3 		$16K Buy
+167
New +$16.2K ﹤0.01% 1796

Other funds holding AXS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s AXS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AXIS Capital (AXS) in Q4 2025, closing a stake of 167 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in AXS in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 481 funds tracked by Wall St. Rank hold AXS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AXIS Capital position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 167 AXIS Capital shares in Q4 2025, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in AXIS Capital in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s AXIS Capital position peaked at $16K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held AXIS Capital as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.