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 		$600 Buy
+8,000
New +$23.7K ﹤0.01% 4280
2025
Q4 		– Sell
-17,500
Closed -$51.5K – 3920
2025
Q3 		$51.5K Hold
17,500
– – ﹤0.01% 3754
2025
Q2 		$49.8K Buy
+17,500
New +$149K ﹤0.01% 3523

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.