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Atria Wealth Solutions’s Anixa Biosciences ANIX Stock Holding History

Atria Wealth Solutions’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,000
Closed -$68.6K – 1479
2025
Q1 		$68.6K Hold
24,000
– – ﹤0.01% 1814
2024
Q4 		$55.7K Hold
24,000
– – ﹤0.01% 1930
2024
Q3 		$75.6K Hold
24,000
– – ﹤0.01% 1868
2024
Q2 		$53K Buy
+24,000
New +$68.1K ﹤0.01% 1885

Other funds holding ANIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Atria Wealth Solutions's ANIX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Anixa Biosciences (ANIX) in Q2 2025, closing a stake of 24,000 shares — an estimated $68.6K sold.

Atria Wealth Solutions first reported a position in ANIX in Q2 2024 and held it in 4 quarters. The position peaked at $75.6K in Q3 2024. 66 funds tracked by Wall St. Rank hold ANIX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Anixa Biosciences position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,000 Anixa Biosciences shares in Q2 2025, an estimated $68.6K.
  • Atria Wealth Solutions first reported a position in Anixa Biosciences in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Anixa Biosciences position peaked at $75.6K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Anixa Biosciences as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.