Focus Partners Wealth
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Focus Partners Wealth’s Anixa Biosciences ANIX Stock Holding History

Focus Partners Wealth’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,243
Closed -$60.2K – 2205
2025
Q2 		$60.2K Sell
18,243
-53,559
-75% -$153K ﹤0.01% 1966
2025
Q1 		$205K Buy
71,802
+1,802
+3% +$5.15K ﹤0.01% 1741
2024
Q4 		$162K Buy
+70,000
New +$217K ﹤0.01% 1757

Other funds holding ANIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Focus Partners Wealth's ANIX Position: Q3 2025 in Review

Focus Partners Wealth sold out of Anixa Biosciences (ANIX) in Q3 2025, closing a stake of 18,243 shares — an estimated $60.2K sold.

Focus Partners Wealth first reported a position in ANIX in Q4 2024 and held it in 3 quarters. The position peaked at $205K in Q1 2025. 66 funds tracked by Wall St. Rank hold ANIX as of Q3 2025.

  • Focus Partners Wealth reported no remaining Anixa Biosciences position as of Q3 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 18,243 Anixa Biosciences shares in Q3 2025, an estimated $60.2K.
  • Focus Partners Wealth first reported a position in Anixa Biosciences in Q4 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Anixa Biosciences position peaked at $205K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2025.

Based on Focus Partners Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.