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Carnegie Investment Counsel’s Anavex Life Sciences AVXL Stock Holding History

Carnegie Investment Counsel’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99K Sell
38,228
-29,350
-43% -$86.8K ﹤0.01% 545
2026
Q1 		$207K Hold
67,578
– – ﹤0.01% 541
2025
Q4 		$241K Sell
67,578
-15,200
-18% -$93.1K ﹤0.01% 520
2025
Q3 		$737K Hold
82,778
– – 0.01% 346
2025
Q2 		$763K Hold
82,778
– – 0.02% 331
2025
Q1 		$690K Buy
82,778
+6,000
+8% +$56.7K 0.02% 328
2024
Q4 		$825K Buy
76,778
+3,445
+5% +$26.5K 0.02% 280
2024
Q3 		$417K Hold
73,333
– – 0.01% 362
2024
Q2 		$309K Hold
73,333
– – 0.01% 400
2024
Q1 		$373K Sell
73,333
-327
-0.4% -$1.84K 0.01% 395
2023
Q4 		$686K Buy
73,660
+6,250
+9% +$43K 0.02% 321
2023
Q3 		$442K Sell
67,410
-650
-1% -$5.17K 0.02% 363
2023
Q2 		$553K Buy
68,060
+24,385
+56% +$209K 0.02% 334
2023
Q1 		$374K Buy
43,675
+24,925
+133% +$249K 0.01% 395
2022
Q4 		$174K Buy
+18,750
New +$200K 0.01% 497

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HP
Hikari Power Tokyo, Japan $855M AUM 14.24% 1-Year Est. Return

Carnegie Investment Counsel's AVXL Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Anavex Life Sciences (AVXL) stake by 43% in Q2 2026, selling an estimated $86.8K and leaving 38,228 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Carnegie Investment Counsel first reported a position in AVXL in Q4 2022 and has held it in 15 quarters since. The position peaked at $825K in Q4 2024. 65 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Carnegie Investment Counsel held 38,228 shares of Anavex Life Sciences worth $99K as of Q2 2026.
  • Carnegie Investment Counsel sold 29,350 Anavex Life Sciences shares in Q2 2026, an estimated $86.8K.
  • Anavex Life Sciences made up ﹤0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #545 holding.
  • Carnegie Investment Counsel first reported a position in Anavex Life Sciences in Q4 2022 and has held it in 15 quarters since.
  • Carnegie Investment Counsel's Anavex Life Sciences position peaked at $825K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.