Mission Wealth Management’s Anixa Biosciences ANIX Stock Holding History

Mission Wealth Management’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 Q1	–	Sell	-206,900	Closed	-$646K	–	730
2025 Q4	$646K	Sell	206,900 -149,252	-42%	-$611K	0.01%	429
2025 Q3	$1.18M	Sell	356,152 -13,365	-4%	-$42.3K	0.02%	306
2025 Q2	$1.22M	Sell	369,517 -100,000	-21%	-$286K	0.03%	291
2025 Q1	$1.34M	Hold	469,517	–	–	0.03%	247
2024 Q4	$1.09M	Sell	469,517 -40,000	-8%	-$124K	0.03%	269
2024 Q3	$1.6M	Buy	509,517 +7,097	+1%	+$21.8K	0.04%	209
2024 Q2	$1.11M	Hold	502,420	–	–	0.03%	246
2024 Q1	$1.57M	Buy	502,420 +1,252	+0.2%	+$4.99K	0.04%	211
2023 Q4	$1.94M	Hold	501,168	–	–	0.06%	151
2023 Q3	$1.64M	Buy	+501,168	New	+$1.75M	0.06%	155

Other funds holding ANIX

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mission Wealth Management's ANIX Position: Q1 2026 in Review

Mission Wealth Management sold out of Anixa Biosciences (ANIX) in Q1 2026, closing a stake of 206,900 shares — an estimated $646K sold.

Mission Wealth Management first reported a position in ANIX in Q3 2023 and held it in 10 quarters. The position peaked at $1.94M in Q4 2023. 60 funds tracked by Wall St. Rank hold ANIX as of Q1 2026.

Mission Wealth Management reported no remaining Anixa Biosciences position as of Q1 2026 after selling out during the quarter.
Mission Wealth Management sold 206,900 Anixa Biosciences shares in Q1 2026, an estimated $646K.
Mission Wealth Management first reported a position in Anixa Biosciences in Q3 2023 and held it in 10 quarters.
Mission Wealth Management's Anixa Biosciences position peaked at $1.94M in Q4 2023.
60 funds tracked by Wall St. Rank held Anixa Biosciences as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.