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Avion Wealth’s Anixa Biosciences ANIX Stock Holding History

Avion Wealth’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
2026
Q3 		– Sell
-200
Closed – – 1403
2026
Q2 		$0 Hold
200
– – ﹤0.01% 1417
2026
Q1 		$0 Hold
200
– – ﹤0.01% 1221
2025
Q4 		$0 Hold
200
– – ﹤0.01% 1210
2025
Q3 		$0 Hold
200
– – ﹤0.01% 1176
2025
Q2 		$0 Hold
200
– – ﹤0.01% 1137
2025
Q1 		$0 Buy
+200
New +$572 ﹤0.01% 996
2024
Q4 		– Sell
-200
Closed – – 987
2024
Q3 		$0 Buy
+200
New +$615 ﹤0.01% 976

Other funds holding ANIX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Avion Wealth's ANIX Position: Q3 2026 in Review

Avion Wealth sold out of Anixa Biosciences (ANIX) in Q3 2026, closing a stake of 200 shares.

Avion Wealth first reported a position in ANIX in Q3 2024 and held it in 7 quarters. The position peaked at $0 in Q2 2026. 34 funds tracked by Wall St. Rank hold ANIX as of Q3 2026.

  • Avion Wealth reported no remaining Anixa Biosciences position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 200 Anixa Biosciences shares in Q3 2026.
  • Avion Wealth first reported a position in Anixa Biosciences in Q3 2024 and held it in 7 quarters.
  • Avion Wealth's Anixa Biosciences position peaked at $0 in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.