Westside Investment Management, Inc. AXAHY — AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS

Ownership history in Westside Investment Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Westside Investment Management, Inc. reported AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS (AXAHY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows AXAHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AXAHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Westside Investment Management, Inc.'s position in AXA SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AXAHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Westside Investment Management, Inc. held AXAHY — position size vs. price
% of Fund (quarterly)    AXAHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 656 — 0% 0.00% $33K 2026-07-27 $51.57
2026 Q1 UNCHANGED — — — 656 — 0% 0.00% $31K 2026-05-04 $44.40
2025 Q4 UNCHANGED — — — 656 — 0% 0.01% $32K 2026-01-23 $42.22
2025 Q3 ADDED — — — 656 +328 +100.0% 0.01% $31K 2025-11-04 $41.01
2025 Q2 INITIATED — — — 328 — — 0.00% $16K 2025-08-05 $44.52

FAQ About Westside Investment Management, Inc. and AXAHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Westside Investment Management, Inc. reported owning AXAHY?

Westside Investment Management, Inc. reported AXAHY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported AXAHY position in Westside Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for AXAHY was 0.01% in 2025 Q4.

What is the latest reported AXAHY position on this page?

The most recent filing on this page is 2026 Q2, when Westside Investment Management, Inc. reported 656 shares, equal to 0.00% of portfolio, with an estimated market value of $33K.

What does the chart on this AXAHY ownership page compare?

The chart compares Westside Investment Management, Inc.'s quarterly AXAHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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