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B. Riley Wealth Advisors’s Axsome Therapeutics AXSM Stock Holding History

B. Riley Wealth Advisors’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
Q4 		– Sell
-200,000
Closed -$243K – 1035
2025
Q3 		$243K Buy
+200,000
New +$22.5M 0.01% 811

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's AXSM Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Axsome Therapeutics (AXSM) in Q4 2025, closing a stake of 2,473 shares — an estimated $300K sold.

B. Riley Wealth Advisors first reported a position in AXSM in Q2 2020 and held it in 6 quarters. The position peaked at $531K in Q2 2020. 398 funds tracked by Wall St. Rank hold AXSM as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Axsome Therapeutics position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,473 Axsome Therapeutics shares in Q4 2025, an estimated $300K.
  • B. Riley Wealth Advisors first reported a position in Axsome Therapeutics in Q2 2020 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Axsome Therapeutics position peaked at $531K in Q2 2020.
  • 398 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.