WAU
AXA

Wellington-Altus USA’s AXA ADS (1 ORD SHS) AXA Stock Holding History

Wellington-Altus USA’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
Q2 		$44.3K Hold
980
– – 0.03% 327
2026
Q1 		$49.1K Sell
980
-178
-15% -$8.92K 0.03% 340
2025
Q4 		$55.7K Buy
+1,158
New +$55.7K 0.04% 276

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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM

Wellington-Altus USA's AXA Position: Q2 2026 in Review

Wellington-Altus USA held its AXA ADS (1 ORD SHS) (AXA) position steady in Q2 2026 at 980 shares worth $44.3K. The position accounts for 0.03% of the portfolio, ranked #327.

Wellington-Altus USA first reported a position in AXA in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.7K in Q4 2025. 21 funds tracked by Wall St. Rank hold AXA as of Q2 2026.

  • Wellington-Altus USA held 980 shares of AXA ADS (1 ORD SHS) worth $44.3K as of Q2 2026.
  • Wellington-Altus USA left its AXA ADS (1 ORD SHS) share count unchanged in Q2 2026.
  • AXA ADS (1 ORD SHS) made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #327 holding.
  • Wellington-Altus USA first reported a position in AXA ADS (1 ORD SHS) in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's AXA ADS (1 ORD SHS) position peaked at $55.7K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held AXA ADS (1 ORD SHS) as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.