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Livelsberger Financial Advisory’s Anixa Biosciences ANIX Stock Holding History

Livelsberger Financial Advisory’s Portfolio ANIX Stock Details ANIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,634
Closed -$5.39K – 12
2025
Q2 		$5.39K Buy
+1,634
New +$4.67K 0.1% 58
2024
Q4 		– Sell
-1,634
Closed -$5.15K – 12
2024
Q3 		$5.15K Buy
+1,634
New +$5.03K 0.11% 57
2024
Q1 		– Sell
-1,634
Closed -$6.34K – 24
2023
Q4 		$6.34K Buy
+1,634
New +$5.51K 0.01% 329

Other funds holding ANIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LNWTC
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Livelsberger Financial Advisory's ANIX Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Anixa Biosciences (ANIX) in Q3 2025, closing a stake of 1,634 shares — an estimated $5.39K sold.

Livelsberger Financial Advisory first reported a position in ANIX in Q4 2023 and held it in 3 quarters. The position peaked at $6.34K in Q4 2023. 66 funds tracked by Wall St. Rank hold ANIX as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Anixa Biosciences position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,634 Anixa Biosciences shares in Q3 2025, an estimated $5.39K.
  • Livelsberger Financial Advisory first reported a position in Anixa Biosciences in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Anixa Biosciences position peaked at $6.34K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.