Avior Wealth Management
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Avior Wealth Management’s Axsome Therapeutics AXSM Stock Holding History

Avior Wealth Management’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
Q3 		$521K Buy
+2,824
New +$614K 0.01% 496
2024
Q4 		– Sell
-10
Closed -$898 – 2471
2024
Q3 		$898 Hold
10
– – ﹤0.01% 2083
2024
Q2 		$805 Sell
10
-131
-93% -$9.7K ﹤0.01% 2052
2024
Q1 		$11.3K Buy
+141
New +$11.8K ﹤0.01% 1825
2022
Q1 		– Sell
-130
Closed -$4K – 1101
2021
Q4 		$4K Hold
130
– – ﹤0.01% 908
2021
Q3 		$4K Buy
+130
New +$5.07K ﹤0.01% 867

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avior Wealth Management's AXSM Position: Q3 2026 in Review

Avior Wealth Management opened a new position in Axsome Therapeutics (AXSM) in Q3 2026: 2,824 shares worth $521K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in AXSM as recently as Q3 2024.

Avior Wealth Management first reported a position in AXSM in Q3 2021 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • Avior Wealth Management held 2,824 shares of Axsome Therapeutics worth $521K as of Q3 2026.
  • Axsome Therapeutics was a new Avior Wealth Management position in Q3 2026.
  • Axsome Therapeutics made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #496 holding.
  • Avior Wealth Management first reported a position in Axsome Therapeutics in Q3 2021 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.