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Concorde Asset Management’s Anixa Biosciences ANIX Stock Holding History

Concorde Asset Management’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
2026
Q1 		– Sell
-12,000
Closed -$37.4K – 210
2025
Q4 		$37.4K Sell
12,000
-1,969
-14% -$8.06K 0.02% 241
2025
Q3 		$45.6K Buy
+13,969
New +$44.2K 0.02% 221
2025
Q1 		$37.6K Hold
13,969
– – 0.02% 175
2024
Q4 		$32.4K Hold
13,969
– – 0.02% 182
2024
Q3 		$44K Hold
13,969
– – 0.02% 175
2024
Q2 		$30.9K Buy
+13,969
New +$39.6K 0.02% 162
2024
Q1 		– Sell
-15,459
Closed -$60K – 139
2023
Q4 		$60K Hold
15,459
– – 0.04% 160
2023
Q3 		$50.6K Sell
15,459
-22
-0.1% -$77 0.05% 141
2023
Q2 		$49.5K Buy
+15,481
New +$59.6K 0.05% 128
2023
Q1 		– Sell
-15,500
Closed -$65.9K – 81
2022
Q4 		$65.9K Sell
15,500
-475
-3% -$2.29K 0.06% 141
2022
Q3 		$79K Sell
15,975
-25
-0.2% -$101 0.09% 134
2022
Q2 		$49K Hold
16,000
– – 0.07% 106
2022
Q1 		$44K Hold
16,000
– – 0.03% 151
2021
Q4 		$48K Buy
16,000
+3,000
+23% +$12.1K 0.03% 168
2021
Q3 		$62K Hold
13,000
– – 0.04% 194
2021
Q2 		$50K Hold
13,000
– – 0.03% 194
2021
Q1 		$61K Buy
+13,000
New +$62.1K 0.04% 209
2018
Q3 		– Sell
-10,000
Closed -$30K – 144
2018
Q2 		$30K Sell
10,000
-1,520
-13% -$5.63K 0.03% 123
2018
Q1 		$53K Hold
11,520
– – 0.06% 115
2017
Q4 		$27K Sell
11,520
-2,000
-15% -$5.19K 0.03% 116
2017
Q3 		$36K Buy
+13,520
New +$14.9K 0.03% 151

Other funds holding ANIX

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Concorde Asset Management's ANIX Position: Q1 2026 in Review

Concorde Asset Management sold out of Anixa Biosciences (ANIX) in Q1 2026, closing a stake of 12,000 shares — an estimated $37.4K sold.

Concorde Asset Management first reported a position in ANIX in Q3 2017 and held it in 21 quarters. The position peaked at $79K in Q3 2022. 60 funds tracked by Wall St. Rank hold ANIX as of Q1 2026.

  • Concorde Asset Management reported no remaining Anixa Biosciences position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 12,000 Anixa Biosciences shares in Q1 2026, an estimated $37.4K.
  • Concorde Asset Management first reported a position in Anixa Biosciences in Q3 2017 and held it in 21 quarters.
  • Concorde Asset Management's Anixa Biosciences position peaked at $79K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.