Essential Partners’s Axsome Therapeutics AXSM Stock Holding History

Essential Partners’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 Q3	$27.8K	Buy	151 +49	+48%	+$10.7K	0.01%	801
2026 Q2	$25K	Sell	102 -90	-47%	-$19.5K	0.01%	826
2026 Q1	$32.5K	Hold	192	–	–	0.01%	742
2025 Q4	$35.1K	Hold	192	–	–	0.01%	710
2025 Q3	$23.3K	Sell	192 -24	-11%	-$2.7K	0.01%	840
2025 Q2	$22.5K	Buy	+216	New	+$22.9K	0.01%	641

Other funds holding AXSM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Essential Partners's AXSM Position: Q3 2026 in Review

Essential Partners increased its Axsome Therapeutics (AXSM) stake by 48% in Q3 2026, buying an estimated $10.7K and bringing the position to 151 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #801.

Essential Partners first reported a position in AXSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $35.1K in Q4 2025. 35 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

Essential Partners held 151 shares of Axsome Therapeutics worth $27.8K as of Q3 2026.
Essential Partners bought 49 Axsome Therapeutics shares in Q3 2026, an estimated $10.7K.
Axsome Therapeutics made up 0.01% of Essential Partners's portfolio in Q3 2026, its #801 holding.
Essential Partners first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Axsome Therapeutics position peaked at $35.1K in Q4 2025.
35 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.