Covestor
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Covestor’s Axsome Therapeutics AXSM Stock Holding History

Covestor’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
Q3 		$44K Sell
238
-24
-9% -$5.22K 0.03% 797
2026
Q2 		$64K Buy
262
+70
+36% +$15.2K 0.04% 642
2026
Q1 		$32K Sell
192
-407
-68% -$70.3K 0.02% 929
2025
Q4 		$110K Buy
599
+98
+20% +$13.7K 0.06% 524
2025
Q3 		$61K Buy
501
+374
+294% +$42.1K 0.03% 819
2025
Q2 		$13K Sell
127
-1
-0.8% -$106 0.01% 1397
2025
Q1 		$15K Buy
128
+1
+0.8% +$114 0.01% 1279
2024
Q4 		$11K Hold
127
– – 0.01% 1461
2024
Q3 		$11K Sell
127
-880
-87% -$76.8K 0.01% 1474
2024
Q2 		$81K Sell
1,007
-90
-8% -$6.66K 0.05% 616
2024
Q1 		$88K Buy
1,097
+1,095
+54,750% +$91.9K 0.06% 619
2023
Q4 		$0 Hold
2
– – ﹤0.01% 2136
2023
Q3 		$0 Hold
2
– – ﹤0.01% 2108
2023
Q2 		$0 Sell
2
-2
-50% -$148 ﹤0.01% 2125
2023
Q1 		$0 Hold
4
– – ﹤0.01% 2011
2022
Q4 		$0 Hold
4
– – ﹤0.01% 2058
2022
Q3 		$0 Sell
4
-3
-43% -$150 ﹤0.01% 1976
2022
Q2 		$0 Sell
7
-2
-22% -$63 ﹤0.01% 1899
2022
Q1 		$0 Sell
9
-2
-18% -$62 ﹤0.01% 2097
2021
Q4 		$0 Buy
+11
New +$405 ﹤0.01% 2107

Other funds holding AXSM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return
Alethea Capital Management
Alethea Capital Management Mercer Island, Washington $197M AUM 51.86% 1-Year Est. Return

Covestor's AXSM Position: Q3 2026 in Review

Covestor reduced its Axsome Therapeutics (AXSM) stake by 9.2% in Q3 2026, selling an estimated $5.22K and leaving 238 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #797.

Covestor first reported a position in AXSM in Q4 2021 and has held it in 20 quarters since. The position peaked at $110K in Q4 2025. 348 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • Covestor held 238 shares of Axsome Therapeutics worth $44K as of Q3 2026.
  • Covestor sold 24 Axsome Therapeutics shares in Q3 2026, an estimated $5.22K.
  • Axsome Therapeutics made up 0.03% of Covestor's portfolio in Q3 2026, its #797 holding.
  • Covestor first reported a position in Axsome Therapeutics in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Axsome Therapeutics position peaked at $110K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.