LPL Financial
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LPL Financial’s Anixa Biosciences ANIX Stock Holding History

LPL Financial’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
2026
Q2 		$312K Buy
111,535
+30,559
+38% +$85K ﹤0.01% 5420
2026
Q1 		$209K Sell
80,976
-8,629
-10% -$25.6K ﹤0.01% 5465
2025
Q4 		$280K Buy
89,605
+2,600
+3% +$10.6K ﹤0.01% 5197
2025
Q3 		$287K Buy
87,005
+11,818
+16% +$37.4K ﹤0.01% 5078
2025
Q2 		$248K Buy
75,187
+18,250
+32% +$52.1K ﹤0.01% 4919
2025
Q1 		$163K Buy
56,937
+14,000
+33% +$40K ﹤0.01% 4922
2024
Q4 		$99.6K Buy
42,937
+11,633
+37% +$36.1K ﹤0.01% 4999
2024
Q3 		$98.6K Buy
31,304
+12
+0% +$37 ﹤0.01% 4892
2024
Q2 		$69.2K Buy
31,292
+4,600
+17% +$13K ﹤0.01% 4800
2024
Q1 		$83.3K Sell
26,692
-1,450
-5% -$5.78K ﹤0.01% 4706
2023
Q4 		$109K Buy
28,142
+4
+0% +$13 ﹤0.01% 4536
2023
Q3 		$92K Buy
28,138
+5,250
+23% +$18.4K ﹤0.01% 4440
2023
Q2 		$73.2K Sell
22,888
-222
-1% -$855 ﹤0.01% 4383
2023
Q1 		$99.4K Buy
23,110
+1,000
+5% +$4.38K ﹤0.01% 4206
2022
Q4 		$94K Buy
22,110
+222
+1% +$1.07K ﹤0.01% 4185
2022
Q3 		$108K Hold
21,888
– – ﹤0.01% 4089
2022
Q2 		$67K Buy
+21,888
New +$69K ﹤0.01% 4194

Other funds holding ANIX

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LPL Financial's ANIX Position: Q2 2026 in Review

LPL Financial increased its Anixa Biosciences (ANIX) stake by 38% in Q2 2026, buying an estimated $85K and bringing the position to 111,535 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #5420.

LPL Financial first reported a position in ANIX in Q2 2022 and has held it in 17 quarters since. 26 funds tracked by Wall St. Rank hold ANIX as of Q2 2026.

  • LPL Financial held 111,535 shares of Anixa Biosciences worth $312K as of Q2 2026.
  • LPL Financial bought 30,559 Anixa Biosciences shares in Q2 2026, an estimated $85K.
  • Anixa Biosciences made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5420 holding.
  • LPL Financial first reported a position in Anixa Biosciences in Q2 2022 and has held it in 17 quarters since.
  • 26 funds tracked by Wall St. Rank held Anixa Biosciences as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.