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Axa shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Axa (AXAHY) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Axa

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All positions including Axa held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Axa by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $44k 980 45.21
2026-03-31 $49k 980 50.13
2025-12-31 $56k 1.2k 48.11

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Axa

Ferguson Wellman Capital Management
Ramirez Asset Management
Altrius Capital Management
Rhumbline Advisers
Ativo Capital Management
Carret Asset Management
Rnc Capital Management
GAMMA Investing
Yousif Capital Management
Atlas Capital Advisors
Wellington-altus Usa
Salomon & Ludwin
Boyd Watterson Asset Management
Westside Investment Management
First Command Advisory Services

View all funds holding Axa