Barrett & Company’s Anixa Biosciences ANIX Stock Holding History

Barrett & Company’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
2025 Q3	–	Sell	-80	Closed	-$264	–	639
2025 Q2	$264	Hold	80	–	–	﹤0.01%	630
2025 Q1	$229	Hold	80	–	–	﹤0.01%	612
2024 Q4	$186	Hold	80	–	–	﹤0.01%	604
2024 Q3	$252	Hold	80	–	–	﹤0.01%	570
2024 Q2	$177	Hold	80	–	–	﹤0.01%	585
2024 Q1	$250	Hold	80	–	–	﹤0.01%	603
2023 Q4	$310	Hold	80	–	–	﹤0.01%	593
2023 Q3	$261	Hold	80	–	–	﹤0.01%	610
2023 Q2	$256	Hold	80	–	–	﹤0.01%	593
2023 Q1	$344	Hold	80	–	–	﹤0.01%	570
2022 Q4	$340	Hold	80	–	–	﹤0.01%	574
2022 Q3	$340	Buy	+80	New	+$324	﹤0.01%	574

Other funds holding ANIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Barrett & Company's ANIX Position: Q3 2025 in Review

Barrett & Company sold out of Anixa Biosciences (ANIX) in Q3 2025, closing a stake of 80 shares — an estimated $264 sold.

Barrett & Company first reported a position in ANIX in Q3 2022 and held it in 12 quarters. The position peaked at $344 in Q1 2023. 66 funds tracked by Wall St. Rank hold ANIX as of Q3 2025.

Barrett & Company reported no remaining Anixa Biosciences position as of Q3 2025 after selling out during the quarter.
Barrett & Company sold 80 Anixa Biosciences shares in Q3 2025, an estimated $264.
Barrett & Company first reported a position in Anixa Biosciences in Q3 2022 and held it in 12 quarters.
Barrett & Company's Anixa Biosciences position peaked at $344 in Q1 2023.
66 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2025.

Based on Barrett & Company's 13F filing for Q3 2025, filed 31 Oct 2025.