IAA
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Independent Advisor Alliance’s Anavex Life Sciences AVXL Stock Holding History

Independent Advisor Alliance’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 		$79.2K Sell
30,568
-8
-0% -$24 ﹤0.01% 1017
2026
Q1 		$93.9K Sell
30,576
-19,500
-39% -$84.5K ﹤0.01% 1551
2025
Q4 		$178K Buy
50,076
+2,277
+5% +$13.9K ﹤0.01% 947
2025
Q3 		$425K Buy
47,799
+2,593
+6% +$26.3K 0.01% 674
2025
Q2 		$417K Sell
45,206
-1,348
-3% -$11.5K 0.01% 640
2025
Q1 		$399K Hold
46,554
– – 0.01% 582
2024
Q4 		$500K Sell
46,554
-293
-0.6% -$2.25K 0.01% 962
2024
Q3 		$266K Sell
46,847
-557
-1% -$3.21K 0.01% 599
2024
Q2 		$200K Hold
47,404
– – 0.01% 666
2024
Q1 		$241K Sell
47,404
-240
-0.5% -$1.35K 0.01% 619
2023
Q4 		$444K Buy
47,644
+4,500
+10% +$31K 0.02% 460
2023
Q3 		$283K Buy
43,144
+15,243
+55% +$121K 0.01% 529
2023
Q2 		$227K Sell
27,901
-629
-2% -$5.39K 0.01% 588
2023
Q1 		$245K Buy
+28,530
New +$285K 0.01% 564

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

Independent Advisor Alliance's AVXL Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Anavex Life Sciences (AVXL) stake by 0.03% in Q2 2026, selling an estimated $24 and leaving 30,568 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Independent Advisor Alliance first reported a position in AVXL in Q1 2023 and has held it in 14 quarters since. The position peaked at $500K in Q4 2024. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Independent Advisor Alliance held 30,568 shares of Anavex Life Sciences worth $79.2K as of Q2 2026.
  • Independent Advisor Alliance sold 8 Anavex Life Sciences shares in Q2 2026, an estimated $24.
  • Anavex Life Sciences made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #1017 holding.
  • Independent Advisor Alliance first reported a position in Anavex Life Sciences in Q1 2023 and has held it in 14 quarters since.
  • Independent Advisor Alliance's Anavex Life Sciences position peaked at $500K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.