Integrated Wealth Concepts
AVXL icon

Integrated Wealth Concepts’s Anavex Life Sciences AVXL Stock Holding History

Integrated Wealth Concepts’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 		$43.8K Buy
16,902
+1,374
+9% +$4.07K ﹤0.01% 2371
2026
Q1 		$47.7K Buy
15,528
+2,532
+19% +$11K ﹤0.01% 2219
2025
Q4 		$46.3K Buy
+12,996
New +$79.6K ﹤0.01% 1578

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 $3.38T AUM 44.17% 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
Summit Financial
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

Integrated Wealth Concepts's AVXL Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Anavex Life Sciences (AVXL) stake by 8.8% in Q2 2026, buying an estimated $4.07K and bringing the position to 16,902 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Integrated Wealth Concepts first reported a position in AVXL in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q1 2026. 180 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Integrated Wealth Concepts held 16,902 shares of Anavex Life Sciences worth $43.8K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,374 Anavex Life Sciences shares in Q2 2026, an estimated $4.07K.
  • Anavex Life Sciences made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2371 holding.
  • Integrated Wealth Concepts first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Anavex Life Sciences position peaked at $47.7K in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.