Winslow Capital Management
AXON

Winslow Capital Management’s Axon Enterprise AXON Stock Holding History

Winslow Capital Management’s Portfolio AXON Stock Details AXON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283M Buy
+504,819
New +$211M 0.97% 41
2026
Q1 		– Sell
-547,802
Closed -$314M – 63
2025
Q4 		$314M Buy
547,802
+91,944
+20% +$57.1M 1.05% 31
2025
Q3 		$327M Buy
455,858
+80,278
+21% +$60.9M 1.08% 27
2025
Q2 		$311M Buy
375,580
+113,326
+43% +$77.1M 1.04% 34
2025
Q1 		$138M Buy
+262,254
New +$153M 0.55% 44

Other funds holding AXON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Winslow Capital Management's AXON Position: Q2 2026 in Review

Winslow Capital Management opened a new position in Axon Enterprise (AXON) in Q2 2026: 504,819 shares worth $283M. The stake represents 0.97% of the portfolio and ranks #41 among its holdings. This is a return to the name: Winslow Capital Management previously reported a position in AXON as recently as Q4 2025.

Winslow Capital Management first reported a position in AXON in Q1 2025 and has held it in 5 quarters since. The position peaked at $327M in Q3 2025. 1,118 funds tracked by Wall St. Rank hold AXON as of Q2 2026.

  • Winslow Capital Management held 504,819 shares of Axon Enterprise worth $283M as of Q2 2026.
  • Axon Enterprise was a new Winslow Capital Management position in Q2 2026.
  • Axon Enterprise made up 0.97% of Winslow Capital Management's portfolio in Q2 2026, its #41 holding.
  • Winslow Capital Management first reported a position in Axon Enterprise in Q1 2025 and has held it in 5 quarters since.
  • Winslow Capital Management's Axon Enterprise position peaked at $327M in Q3 2025.
  • 1,118 funds tracked by Wall St. Rank held Axon Enterprise as of Q2 2026.

Based on Winslow Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.