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Clearstead Advisors’s Axsome Therapeutics AXSM Stock Holding History

Clearstead 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
2026
Q2 		$298K Sell
1,219
-41
-3% -$8.89K ﹤0.01% 931
2026
Q1 		$213K Sell
1,260
-18
-1% -$3.11K ﹤0.01% 983
2025
Q4 		$233K Sell
1,278
-50
-4% -$6.98K ﹤0.01% 897
2025
Q3 		$161K Buy
1,328
+136
+11% +$15.3K ﹤0.01% 927
2025
Q2 		$124K Buy
1,192
+60
+5% +$6.35K ﹤0.01% 1002
2025
Q1 		$132K Sell
1,132
-250
-18% -$28.5K ﹤0.01% 924
2024
Q4 		$117K Buy
1,382
+50
+4% +$4.6K ﹤0.01% 983
2024
Q3 		$120K Hold
1,332
– – ﹤0.01% 984
2024
Q2 		$107K Buy
1,332
+32
+2% +$2.37K ﹤0.01% 983
2024
Q1 		$98.3K Sell
1,300
-50
-4% -$4.2K ﹤0.01% 613
2023
Q4 		$107K Hold
1,350
– – 0.01% 571
2023
Q3 		$94.4K Hold
1,350
– – 0.01% 560
2023
Q2 		$97K Hold
1,350
– – 0.01% 583
2023
Q1 		$83.3K Hold
1,350
– – 0.01% 544
2022
Q4 		$104K Hold
1,350
– – 0.01% 490
2022
Q3 		$60K Hold
1,350
– – 0.01% 576
2022
Q2 		$52K Hold
1,350
– – ﹤0.01% 609
2022
Q1 		$56K Buy
1,350
+300
+29% +$9.3K ﹤0.01% 655
2021
Q4 		$40K Hold
1,050
– – ﹤0.01% 692
2021
Q3 		$35K Hold
1,050
– – ﹤0.01% 667
2021
Q2 		$71K Hold
1,050
– – 0.01% 506
2021
Q1 		$59K Buy
1,050
+50
+5% +$3.52K ﹤0.01% 521
2020
Q4 		$81K Hold
1,000
– – 0.01% 449
2020
Q3 		$71K Buy
+1,000
New +$77.9K 0.01% 414

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Clearstead Advisors's AXSM Position: Q2 2026 in Review

Clearstead Advisors reduced its Axsome Therapeutics (AXSM) stake by 3.3% in Q2 2026, selling an estimated $8.89K and leaving 1,219 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Clearstead Advisors first reported a position in AXSM in Q3 2020 and has held it in 24 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Clearstead Advisors held 1,219 shares of Axsome Therapeutics worth $298K as of Q2 2026.
  • Clearstead Advisors sold 41 Axsome Therapeutics shares in Q2 2026, an estimated $8.89K.
  • Axsome Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #931 holding.
  • Clearstead Advisors first reported a position in Axsome Therapeutics in Q3 2020 and has held it in 24 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.