Creative Planning
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Creative Planning’s Axsome Therapeutics AXSM Stock Holding History

Creative Planning’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
Q2 		$8.43M Buy
34,453
+6,718
+24% +$1.46M ﹤0.01% 1007
2026
Q1 		$4.69M Buy
27,735
+3,088
+13% +$533K ﹤0.01% 1253
2025
Q4 		$4.5M Buy
24,647
+3,369
+16% +$470K ﹤0.01% 1080
2025
Q3 		$2.58M Buy
21,278
+5,198
+32% +$586K ﹤0.01% 1340
2025
Q2 		$1.68M Sell
16,080
-1,336
-8% -$141K ﹤0.01% 1457
2025
Q1 		$2.03M Buy
17,416
+5,149
+42% +$587K ﹤0.01% 1161
2024
Q4 		$1.04M Buy
12,267
+1,413
+13% +$130K ﹤0.01% 1617
2024
Q3 		$975K Buy
10,854
+2,489
+30% +$217K ﹤0.01% 1531
2024
Q2 		$673K Buy
8,365
+1,149
+16% +$85.1K ﹤0.01% 1709
2024
Q1 		$576K Buy
7,216
+364
+5% +$30.6K ﹤0.01% 1751
2023
Q4 		$545K Buy
6,852
+464
+7% +$31K ﹤0.01% 1657
2023
Q3 		$446K Buy
6,388
+13
+0.2% +$972 ﹤0.01% 1635
2023
Q2 		$458K Sell
6,375
-371
-5% -$27.4K ﹤0.01% 1611
2023
Q1 		$416K Sell
6,746
-2,469
-27% -$162K ﹤0.01% 1587
2022
Q4 		$711K Sell
9,215
-6
-0.1% -$359 ﹤0.01% 1218
2022
Q3 		$411K Buy
+9,221
New +$461K ﹤0.01% 1448
2021
Q3 		– Sell
-9,668
Closed -$652K – 2123
2021
Q2 		$652K Sell
9,668
-1,053
-10% -$63.2K ﹤0.01% 1129
2021
Q1 		$607K Sell
10,721
-400
-4% -$28.1K ﹤0.01% 1300
2020
Q4 		$906K Sell
11,121
-754
-6% -$56.4K ﹤0.01% 999
2020
Q3 		$846K Sell
11,875
-6,175
-34% -$481K ﹤0.01% 874
2020
Q2 		$1.49M Buy
18,050
+7,624
+73% +$587K ﹤0.01% 602
2020
Q1 		$613K Sell
10,426
-3,886
-27% -$317K ﹤0.01% 847
2019
Q4 		$1.48M Buy
+14,312
New +$578K ﹤0.01% 629

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Creative Planning's AXSM Position: Q2 2026 in Review

Creative Planning increased its Axsome Therapeutics (AXSM) stake by 24% in Q2 2026, buying an estimated $1.46M and bringing the position to 34,453 shares worth $8.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Creative Planning first reported a position in AXSM in Q4 2019 and has held it in 23 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Creative Planning held 34,453 shares of Axsome Therapeutics worth $8.43M as of Q2 2026.
  • Creative Planning bought 6,718 Axsome Therapeutics shares in Q2 2026, an estimated $1.46M.
  • Axsome Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1007 holding.
  • Creative Planning first reported a position in Axsome Therapeutics in Q4 2019 and has held it in 23 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

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