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Forum Financial Management’s Anavex Life Sciences AVXL Stock Holding History

Forum Financial Management’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78K Hold
30,100
– – ﹤0.01% 343
2026
Q1 		$92.4K Sell
30,100
-40
-0.1% -$173 ﹤0.01% 318
2025
Q4 		$107K Hold
30,140
– – ﹤0.01% 993
2025
Q3 		$268K Hold
30,140
– – ﹤0.01% 800
2025
Q2 		$278K Hold
30,140
– – ﹤0.01% 714
2025
Q1 		$259K Buy
+30,140
New +$285K ﹤0.01% 673
2024
Q4 		– Sell
-35,140
Closed -$200K – 922
2024
Q3 		$200K Buy
+35,140
New +$203K ﹤0.01% 727

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Financial Management's AVXL Position: Q2 2026 in Review

Forum Financial Management held its Anavex Life Sciences (AVXL) position steady in Q2 2026 at 30,100 shares worth $78K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Forum Financial Management first reported a position in AVXL in Q3 2024 and has held it in 7 quarters since. The position peaked at $278K in Q2 2025. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Forum Financial Management held 30,100 shares of Anavex Life Sciences worth $78K as of Q2 2026.
  • Forum Financial Management left its Anavex Life Sciences share count unchanged in Q2 2026.
  • Anavex Life Sciences made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #343 holding.
  • Forum Financial Management first reported a position in Anavex Life Sciences in Q3 2024 and has held it in 7 quarters since.
  • Forum Financial Management's Anavex Life Sciences position peaked at $278K in Q2 2025.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.