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Avantax Advisory Services’s Axsome Therapeutics AXSM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$232K Buy
2,220
+114
+5% +$12.1K ﹤0.01% 2101
2025
Q1 		$246K Buy
+2,106
New +$240K ﹤0.01% 1967
2020
Q4 		– Sell
-7,850
Closed -$560K – 960
2020
Q3 		$560K Buy
+7,850
New +$612K 0.01% 750

Other funds holding AXSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

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

Avantax Advisory Services increased its Axsome Therapeutics (AXSM) stake by 5.4% in Q2 2025, buying an estimated $12.1K and bringing the position to 2,220 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Avantax Advisory Services first reported a position in AXSM in Q3 2020 and has held it in 3 quarters since. The position peaked at $560K in Q3 2020. 348 funds tracked by Wall St. Rank hold AXSM as of Q2 2025.

  • Avantax Advisory Services held 2,220 shares of Axsome Therapeutics worth $232K as of Q2 2025.
  • Avantax Advisory Services bought 114 Axsome Therapeutics shares in Q2 2025, an estimated $12.1K.
  • Axsome Therapeutics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2101 holding.
  • Avantax Advisory Services first reported a position in Axsome Therapeutics in Q3 2020 and has held it in 3 quarters since.
  • Avantax Advisory Services's Axsome Therapeutics position peaked at $560K in Q3 2020.
  • 348 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2025.

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