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Mount Yale Investment Advisors’s Axsome Therapeutics AXSM Stock Holding History

Mount Yale Investment Advisors’s Portfolio AXSM Stock Details AXSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Sell
1,847
-430
-19% -$93.3K 0.01% 817
2026
Q1 		$385K Buy
+2,277
New +$393K 0.01% 801
2025
Q3 		– Sell
-2,366
Closed -$247K – 751
2025
Q2 		$247K Buy
+2,366
New +$251K 0.02% 508

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mount Yale Investment Advisors's AXSM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Axsome Therapeutics (AXSM) stake by 19% in Q2 2026, selling an estimated $93.3K and leaving 1,847 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #817.

Mount Yale Investment Advisors first reported a position in AXSM in Q2 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Mount Yale Investment Advisors held 1,847 shares of Axsome Therapeutics worth $452K as of Q2 2026.
  • Mount Yale Investment Advisors sold 430 Axsome Therapeutics shares in Q2 2026, an estimated $93.3K.
  • Axsome Therapeutics made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #817 holding.
  • Mount Yale Investment Advisors first reported a position in Axsome Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.