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Westover Capital Advisors’s Axogen AXGN Stock Holding History

Westover Capital Advisors’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.03M Sell
22,343
-373
-2% -$15K 0.17% 93
2026
Q1 		$753K Buy
22,716
+7,447
+49% +$242K 0.14% 114
2025
Q4 		$500K Buy
+15,269
New +$376K 0.09% 152

Other funds holding AXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Westover Capital Advisors's AXGN Position: Q2 2026 in Review

Westover Capital Advisors reduced its Axogen (AXGN) stake by 1.6% in Q2 2026, selling an estimated $15K and leaving 22,343 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #93.

Westover Capital Advisors first reported a position in AXGN in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Westover Capital Advisors held 22,343 shares of Axogen worth $1.03M as of Q2 2026.
  • Westover Capital Advisors sold 373 Axogen shares in Q2 2026, an estimated $15K.
  • Axogen made up 0.17% of Westover Capital Advisors's portfolio in Q2 2026, its #93 holding.
  • Westover Capital Advisors first reported a position in Axogen in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.