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Optimize Financial’s Axsome Therapeutics AXSM Stock Holding History

Optimize Financial’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 		$666K Sell
2,721
-9
-0.3% -$1.95K 0.24% 71
2026
Q1 		$461K Buy
+2,730
New +$472K 0.23% 132

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 $3.37T AUM 44.26% 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

Optimize Financial's AXSM Position: Q2 2026 in Review

Optimize Financial reduced its Axsome Therapeutics (AXSM) stake by 0.33% in Q2 2026, selling an estimated $1.95K and leaving 2,721 shares worth $666K. The position accounts for 0.24% of the portfolio, ranked #71.

Optimize Financial first reported a position in AXSM in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Optimize Financial held 2,721 shares of Axsome Therapeutics worth $666K as of Q2 2026.
  • Optimize Financial sold 9 Axsome Therapeutics shares in Q2 2026, an estimated $1.95K.
  • Axsome Therapeutics made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #71 holding.
  • Optimize Financial first reported a position in Axsome Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.