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NEARNEAR
Showing 9 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES U S ETF TR

Yes. Axxcess Wealth Management holds 324,781 shares of NEAR, worth $16.2M, as of its Q3 2026 13F filing. It reduced the position by 48,659 shares (-13.0%) from Q2 2026. Axxcess Wealth Management has held NEAR since Q3 2024, across 9 quarterly 13F filings. NEAR is 0.7% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$16.2M

Current Shares

324,781

Total Value Change

+$11.7M

Total Shares Change

+237,611

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
324,781
-13.0%
$16.2M0.7%$49.68
0
2026-Q2
Increased
373,440
+21.3%
$18.9M0.3%$50.30
41
2026-Q1
Increased
307,924
+29.1%
$15.7M0.5%$49.94
50
2025-Q4
Increased
238,596
+23.1%
$12.2M0.2%$49.86
40
2025-Q3
Increased
193,863
+8.3%
$9.9M0.2%$49.25
36
2025-Q2
Increased
178,965
+26.6%
$9.1M0.2%$48.55
41
2025-Q1
Increased
141,383
+16.7%
$7.2M0.2%$47.78
38
2024-Q4
Increased
121,110
+38.9%
$6.1M0.1%$47.08
43
2024-Q3
New
87,170
-
$4.5M0.1%$46.96
44

Other major holders of NEAR: ENVESTNET ASSET MANAGEMENT INC

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