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Dakota Wealth Management’s Annovis Bio ANVS Stock Holding History

Dakota Wealth Management’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9K Buy
29,000
+3,000
+12% +$5.83K ﹤0.01% 772
2026
Q1 		$58K Sell
26,000
-200
-0.8% -$548 ﹤0.01% 762
2025
Q4 		$90.7K Buy
+26,200
New +$78.8K ﹤0.01% 771

Other funds holding ANVS

EAM
Empery Asset Management New York $86.5M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Dakota Wealth Management's ANVS Position: Q2 2026 in Review

Dakota Wealth Management increased its Annovis Bio (ANVS) stake by 12% in Q2 2026, buying an estimated $5.83K and bringing the position to 29,000 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Dakota Wealth Management first reported a position in ANVS in Q4 2025 and has held it in 3 quarters since. The position peaked at $90.7K in Q4 2025. 61 funds tracked by Wall St. Rank hold ANVS as of Q2 2026.

  • Dakota Wealth Management held 29,000 shares of Annovis Bio worth $53.9K as of Q2 2026.
  • Dakota Wealth Management bought 3,000 Annovis Bio shares in Q2 2026, an estimated $5.83K.
  • Annovis Bio made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #772 holding.
  • Dakota Wealth Management first reported a position in Annovis Bio in Q4 2025 and has held it in 3 quarters since.
  • Dakota Wealth Management's Annovis Bio position peaked at $90.7K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Annovis Bio as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.