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Gladstone Institutional Advisory’s Anavex Life Sciences AVXL Stock Holding History

Gladstone Institutional Advisory’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 		$45.8K Sell
17,671
-54,710
-76% -$162K ﹤0.01% 886
2026
Q1 		$222K Buy
72,381
+3,877
+6% +$16.8K 0.01% 769
2025
Q4 		$244K Buy
68,504
+8,975
+15% +$55K 0.01% 698
2025
Q3 		$530K Buy
59,529
+9,764
+20% +$99K 0.02% 503
2025
Q2 		$459K Buy
49,765
+17,950
+56% +$153K 0.02% 517
2025
Q1 		$273K Buy
31,815
+5,800
+22% +$54.8K 0.01% 606
2024
Q4 		$279K Buy
+26,015
New +$200K 0.01% 605
2023
Q3 		– Sell
-18,000
Closed -$146K – 622
2023
Q2 		$146K Sell
18,000
-160
-0.9% -$1.37K 0.01% 603
2023
Q1 		$156K Hold
18,160
– – 0.01% 620
2022
Q4 		$168K Buy
+18,160
New +$194K 0.01% 611

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

Gladstone Institutional Advisory's AVXL Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Anavex Life Sciences (AVXL) stake by 76% in Q2 2026, selling an estimated $162K and leaving 17,671 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Gladstone Institutional Advisory first reported a position in AVXL in Q4 2022 and has held it in 10 quarters since. The position peaked at $530K in Q3 2025. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Gladstone Institutional Advisory held 17,671 shares of Anavex Life Sciences worth $45.8K as of Q2 2026.
  • Gladstone Institutional Advisory sold 54,710 Anavex Life Sciences shares in Q2 2026, an estimated $162K.
  • Anavex Life Sciences made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #886 holding.
  • Gladstone Institutional Advisory first reported a position in Anavex Life Sciences in Q4 2022 and has held it in 10 quarters since.
  • Gladstone Institutional Advisory's Anavex Life Sciences position peaked at $530K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.