Creative Planning
AVXL icon

Creative Planning’s Anavex Life Sciences AVXL Stock Holding History

Creative Planning’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 		$155K Sell
59,780
-48,569
-45% -$144K ﹤0.01% 3956
2026
Q1 		$333K Buy
108,349
+35,604
+49% +$154K ﹤0.01% 3342
2025
Q4 		$259K Sell
72,745
-4,388
-6% -$26.9K ﹤0.01% 3347
2025
Q3 		$686K Buy
77,133
+18,217
+31% +$185K ﹤0.01% 2451
2025
Q2 		$543K Buy
58,916
+8,513
+17% +$72.7K ﹤0.01% 2399
2025
Q1 		$432K Buy
50,403
+6,453
+15% +$60.9K ﹤0.01% 2423
2024
Q4 		$472K Buy
43,950
+4,079
+10% +$31.4K ﹤0.01% 2277
2024
Q3 		$226K Buy
39,871
+14,010
+54% +$80.8K ﹤0.01% 2742
2024
Q2 		$109K Buy
25,861
+1,730
+7% +$7K ﹤0.01% 2825
2024
Q1 		$123K Buy
24,131
+5,576
+30% +$31.4K ﹤0.01% 2668
2023
Q4 		$173K Buy
18,555
+6,778
+58% +$46.7K ﹤0.01% 2473
2023
Q3 		$77.1K Sell
11,777
-1,159
-9% -$9.22K ﹤0.01% 2426
2023
Q2 		$105K Sell
12,936
-178
-1% -$1.52K ﹤0.01% 2337
2023
Q1 		$112K Sell
13,114
-688
-5% -$6.87K ﹤0.01% 2241
2022
Q4 		$128K Sell
13,802
-6,113
-31% -$65.3K ﹤0.01% 2115
2022
Q3 		$206K Sell
19,915
-16,000
-45% -$169K ﹤0.01% 1896
2022
Q2 		$360K Buy
35,915
+2,700
+8% +$25.6K ﹤0.01% 1490
2022
Q1 		$409K Buy
33,215
+12,700
+62% +$156K ﹤0.01% 1439
2021
Q4 		$356K Buy
+20,515
New +$390K ﹤0.01% 1508
2021
Q2 		– Sell
-17,750
Closed -$265K – 2109
2021
Q1 		$265K Buy
+17,750
New +$194K ﹤0.01% 1866
2017
Q3 		– Sell
-2,280
Closed -$12K – 2025
2017
Q2 		$12K Hold
2,280
– – ﹤0.01% 3495
2017
Q1 		$13K Sell
2,280
-200
-8% -$1.03K ﹤0.01% 3406
2016
Q4 		$10K Buy
2,480
+200
+9% +$713 ﹤0.01% 3536
2016
Q3 		$8K Sell
2,280
-9,500
-81% -$40K ﹤0.01% 3625
2016
Q2 		$72K Hold
11,780
– – ﹤0.01% 1875
2016
Q1 		$58K Sell
11,780
-940
-7% -$4.13K ﹤0.01% 1987
2015
Q4 		$71K Buy
+12,720
New +$90.5K ﹤0.01% 1839

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's AVXL Position: Q2 2026 in Review

Creative Planning reduced its Anavex Life Sciences (AVXL) stake by 45% in Q2 2026, selling an estimated $144K and leaving 59,780 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Creative Planning first reported a position in AVXL in Q4 2015 and has held it in 27 quarters since. The position peaked at $686K in Q3 2025. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Creative Planning held 59,780 shares of Anavex Life Sciences worth $155K as of Q2 2026.
  • Creative Planning sold 48,569 Anavex Life Sciences shares in Q2 2026, an estimated $144K.
  • Anavex Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3956 holding.
  • Creative Planning first reported a position in Anavex Life Sciences in Q4 2015 and has held it in 27 quarters since.
  • Creative Planning's Anavex Life Sciences position peaked at $686K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.