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EP Wealth Advisors’s Axsome Therapeutics AXSM Stock Holding History

EP Wealth Advisors’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 		$295K Buy
+1,204
New +$261K ﹤0.01% 1308

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

EP Wealth Advisors's AXSM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Axsome Therapeutics (AXSM) in Q2 2026: 1,204 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1308 among its holdings.

504 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • EP Wealth Advisors held 1,204 shares of Axsome Therapeutics worth $295K as of Q2 2026.
  • Axsome Therapeutics was a new EP Wealth Advisors position in Q2 2026.
  • Axsome Therapeutics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1308 holding.
  • 504 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.