AssetMark Inc
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AssetMark Inc’s Axsome Therapeutics AXSM Stock Holding History

AssetMark Inc’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 		$308K Buy
1,259
+77
+7% +$16.7K ﹤0.01% 1329
2026
Q1 		$200K Buy
1,182
+79
+7% +$13.6K ﹤0.01% 1354
2025
Q4 		$201K Sell
1,103
-150
-12% -$20.9K ﹤0.01% 1307
2025
Q3 		$152K Buy
1,253
+129
+11% +$14.5K ﹤0.01% 1328
2025
Q2 		$117K Buy
1,124
+137
+14% +$14.5K ﹤0.01% 1338
2025
Q1 		$115K Buy
987
+376
+62% +$42.8K ﹤0.01% 1246
2024
Q4 		$51.7K Buy
+611
New +$56.2K ﹤0.01% 1416

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 $3.37T AUM 44.26% 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

AssetMark Inc's AXSM Position: Q2 2026 in Review

AssetMark Inc increased its Axsome Therapeutics (AXSM) stake by 6.5% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,259 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

AssetMark Inc first reported a position in AXSM in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • AssetMark Inc held 1,259 shares of Axsome Therapeutics worth $308K as of Q2 2026.
  • AssetMark Inc bought 77 Axsome Therapeutics shares in Q2 2026, an estimated $16.7K.
  • Axsome Therapeutics made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1329 holding.
  • AssetMark Inc first reported a position in Axsome Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.