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
Q3 		$336K Buy
114,835
+3,300
+3% +$10.6K ﹤0.01% 5435
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 		$100K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

LPL Financial's ANIX Position: Q3 2026 in Review

LPL Financial increased its Anixa Biosciences (ANIX) stake by 3% in Q3 2026, buying an estimated $10.6K and bringing the position to 114,835 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #5435.

LPL Financial first reported a position in ANIX in Q2 2022 and has held it in 18 quarters since. 54 funds tracked by Wall St. Rank hold ANIX as of Q3 2026.

  • LPL Financial held 114,835 shares of Anixa Biosciences worth $336K as of Q3 2026.
  • LPL Financial bought 3,300 Anixa Biosciences shares in Q3 2026, an estimated $10.6K.
  • Anixa Biosciences made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5435 holding.
  • LPL Financial first reported a position in Anixa Biosciences in Q2 2022 and has held it in 18 quarters since.
  • 54 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.