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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Creative Planning's AVXL Position: Q1 2026 in Review

Creative Planning increased its Anavex Life Sciences (AVXL) stake by 49% in Q1 2026, buying an estimated $154K and bringing the position to 108,349 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

Creative Planning first reported a position in AVXL in Q4 2015 and has held it in 26 quarters since. The position peaked at $686K in Q3 2025. 190 funds tracked by Wall St. Rank hold AVXL as of Q1 2026.

  • Creative Planning held 108,349 shares of Anavex Life Sciences worth $333K as of Q1 2026.
  • Creative Planning bought 35,604 Anavex Life Sciences shares in Q1 2026, an estimated $154K.
  • Anavex Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3342 holding.
  • Creative Planning first reported a position in Anavex Life Sciences in Q4 2015 and has held it in 26 quarters since.
  • Creative Planning's Anavex Life Sciences position peaked at $686K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.