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Avantax Advisory Services’s Alkermes ALKS Stock Holding History

Avantax Advisory Services’s Portfolio ALKS Stock Details ALKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Buy
8,079
+619
+8% +$18.4K ﹤0.01% 2106
2025
Q1 		$246K Buy
+7,460
New +$243K ﹤0.01% 1965

Other funds holding ALKS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's ALKS Position: Q2 2025 in Review

Avantax Advisory Services increased its Alkermes (ALKS) stake by 8.3% in Q2 2025, buying an estimated $18.4K and bringing the position to 8,079 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Avantax Advisory Services first reported a position in ALKS in Q1 2025 and has held it in 2 quarters since. The position peaked at $246K in Q1 2025. 353 funds tracked by Wall St. Rank hold ALKS as of Q2 2025.

  • Avantax Advisory Services held 8,079 shares of Alkermes worth $231K as of Q2 2025.
  • Avantax Advisory Services bought 619 Alkermes shares in Q2 2025, an estimated $18.4K.
  • Alkermes made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2106 holding.
  • Avantax Advisory Services first reported a position in Alkermes in Q1 2025 and has held it in 2 quarters since.
  • Avantax Advisory Services's Alkermes position peaked at $246K in Q1 2025.
  • 353 funds tracked by Wall St. Rank held Alkermes as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.