Up Strategic Wealth Investment Advisors »

Axt shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Axt (AXTI) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Axt

Tip: Access up to 7 years of quarterly data

All positions including Axt held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Axt by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $287k 2.6k 108.42

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Axt

Susquehanna International
Jane Street
Vanguard Capital Management
Vanguard Group
E20 Capital
Citadel Advisors
Assenagon Asset Management
Morgan Stanley
WT Asset Management
Anther Capital
E Fund Management
BlackRock
UBS Group
Citigroup
Point72 Asset Management

View all funds holding Axt