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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
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

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Dakota Wealth Management's ANVS Position: Q1 2026 in Review

Dakota Wealth Management reduced its Annovis Bio (ANVS) stake by 0.76% in Q1 2026, selling an estimated $548 and leaving 26,000 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Dakota Wealth Management first reported a position in ANVS in Q4 2025 and has held it in 2 quarters since. The position peaked at $90.7K in Q4 2025. 56 funds tracked by Wall St. Rank hold ANVS as of Q1 2026.

  • Dakota Wealth Management held 26,000 shares of Annovis Bio worth $58K as of Q1 2026.
  • Dakota Wealth Management sold 200 Annovis Bio shares in Q1 2026, an estimated $548.
  • Annovis Bio made up ﹤0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #762 holding.
  • Dakota Wealth Management first reported a position in Annovis Bio in Q4 2025 and has held it in 2 quarters since.
  • Dakota Wealth Management's Annovis Bio position peaked at $90.7K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.