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Merit Financial Group’s Annovis Bio ANVS Stock Holding History

Merit Financial Group’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-81,316
Closed -$181K – 2365
2026
Q1 		$181K Hold
81,316
– – ﹤0.01% 1951
2025
Q4 		$281K Hold
81,316
– – ﹤0.01% 1599
2025
Q3 		$168K Sell
81,316
-10,000
-11% -$25K ﹤0.01% 1699
2025
Q2 		$198K Sell
91,316
-6,500
-7% -$12.8K ﹤0.01% 1570
2025
Q1 		$147K Sell
97,816
-700
-0.7% -$2.14K ﹤0.01% 1335
2024
Q4 		$496K Buy
98,516
+71,816
+269% +$520K 0.01% 731
2024
Q3 		$215K Buy
26,700
+5,000
+23% +$46.8K ﹤0.01% 768
2024
Q2 		$125K Sell
21,700
-500
-2% -$4.05K ﹤0.01% 885
2024
Q1 		$115K Hold
22,200
– – ﹤0.01% 839
2023
Q4 		$415K Sell
22,200
-19,000
-46% -$168K 0.01% 533
2023
Q3 		$391K Sell
41,200
-1,200
-3% -$14.8K 0.01% 513
2023
Q2 		$606K Sell
42,400
-500
-1% -$7.07K 0.02% 423
2023
Q1 		$661K Sell
42,900
-250
-0.6% -$4.04K 0.02% 350
2022
Q4 		$580K Buy
43,150
+23,150
+116% +$289K 0.02% 392
2022
Q3 		$274K Buy
+20,000
New +$263K 0.01% 460

Other funds holding ANVS

FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
GCM
Gallacher Capital Management Lone Tree, Colorado $178M AUM 29.29% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Merit Financial Group's ANVS Position: Q2 2026 in Review

Merit Financial Group sold out of Annovis Bio (ANVS) in Q2 2026, closing a stake of 81,316 shares — an estimated $181K sold.

Merit Financial Group first reported a position in ANVS in Q3 2022 and held it in 15 quarters. The position peaked at $661K in Q1 2023. 13 funds tracked by Wall St. Rank hold ANVS as of Q2 2026.

  • Merit Financial Group reported no remaining Annovis Bio position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 81,316 Annovis Bio shares in Q2 2026, an estimated $181K.
  • Merit Financial Group first reported a position in Annovis Bio in Q3 2022 and held it in 15 quarters.
  • Merit Financial Group's Annovis Bio position peaked at $661K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Annovis Bio as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.