INVST’s Axsome Therapeutics AXSM Stock Holding History

INVST’s Portfolio AXSM Stock Details AXSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$489K	Hold	1,998	–	–	0.05%	264
2026 Q1	$338K	Sell	1,998 -142	-7%	-$24.5K	0.04%	277
2025 Q4	$391K	Hold	2,140	–	–	0.04%	253
2025 Q3	$260K	Buy	2,140 +26	+1%	+$2.93K	0.03%	274
2025 Q2	$221K	Buy	+2,114	New	+$224K	0.03%	282

Other funds holding AXSM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

INVST's AXSM Position: Q2 2026 in Review

INVST held its Axsome Therapeutics (AXSM) position steady in Q2 2026 at 1,998 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #264.

INVST first reported a position in AXSM in Q2 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

INVST held 1,998 shares of Axsome Therapeutics worth $489K as of Q2 2026.
INVST left its Axsome Therapeutics share count unchanged in Q2 2026.
Axsome Therapeutics made up 0.05% of INVST's portfolio in Q2 2026, its #264 holding.
INVST first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 5 quarters since.
506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.