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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gladstone Institutional Advisory's AVXL Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Anavex Life Sciences (AVXL) stake by 5.7% in Q1 2026, buying an estimated $16.8K and bringing the position to 72,381 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #769.

Gladstone Institutional Advisory first reported a position in AVXL in Q4 2022 and has held it in 9 quarters since. The position peaked at $530K in Q3 2025. 190 funds tracked by Wall St. Rank hold AVXL as of Q1 2026.

Gladstone Institutional Advisory held 72,381 shares of Anavex Life Sciences worth $222K as of Q1 2026.
Gladstone Institutional Advisory bought 3,877 Anavex Life Sciences shares in Q1 2026, an estimated $16.8K.
Anavex Life Sciences made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #769 holding.
Gladstone Institutional Advisory first reported a position in Anavex Life Sciences in Q4 2022 and has held it in 9 quarters since.
Gladstone Institutional Advisory's Anavex Life Sciences position peaked at $530K in Q3 2025.
190 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.