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Allworth Financial’s Axsome Therapeutics AXSM Stock Holding History

Allworth Financial’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Buy
1,566
+84
+6% +$18.2K ﹤0.01% 1117
2026
Q1 		$250K Buy
1,482
+23
+2% +$3.97K ﹤0.01% 1266
2025
Q4 		$266K Buy
1,459
+17
+1% +$2.37K ﹤0.01% 1196
2025
Q3 		$175K Buy
1,442
+89
+7% +$10K ﹤0.01% 1368
2025
Q2 		$141K Buy
1,353
+1,060
+362% +$112K ﹤0.01% 1347
2025
Q1 		$30.9K Buy
293
+6
+2% +$684 ﹤0.01% 1809
2024
Q4 		$29.4K Hold
287
– – ﹤0.01% 1862
2024
Q3 		$25.8K Sell
287
-25
-8% -$2.18K ﹤0.01% 1748
2024
Q2 		$26.5K Sell
312
-10
-3% -$740 ﹤0.01% 1703
2024
Q1 		$25.7K Buy
322
+305
+1,794% +$25.6K ﹤0.01% 1624
2023
Q4 		$1.35K Sell
17
-52
-75% -$3.48K ﹤0.01% 2844
2023
Q3 		$4.82K Buy
69
+31
+82% +$2.32K ﹤0.01% 2124
2023
Q2 		$2.73K Buy
38
+20
+111% +$1.48K ﹤0.01% 2361
2023
Q1 		$1.11K Hold
18
– – ﹤0.01% 2632
2022
Q4 		$1.39K Hold
18
– – ﹤0.01% 2364
2022
Q3 		$1K Buy
18
+13
+260% +$650 ﹤0.01% 2309
2022
Q2 		$0 Buy
+5
New +$158 ﹤0.01% 2389

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allworth Financial's AXSM Position: Q2 2026 in Review

Allworth Financial increased its Axsome Therapeutics (AXSM) stake by 5.7% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,566 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Allworth Financial first reported a position in AXSM in Q2 2022 and has held it in 17 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Allworth Financial held 1,566 shares of Axsome Therapeutics worth $383K as of Q2 2026.
  • Allworth Financial bought 84 Axsome Therapeutics shares in Q2 2026, an estimated $18.2K.
  • Axsome Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1117 holding.
  • Allworth Financial first reported a position in Axsome Therapeutics in Q2 2022 and has held it in 17 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.