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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
Q1 		$461K Buy
+2,730
New +$472K 0.23% 132

Other funds holding AXSM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's AXSM Position: Q1 2026 in Review

Optimize Financial opened a new position in Axsome Therapeutics (AXSM) in Q1 2026: 2,730 shares worth $461K. The stake represents 0.23% of the portfolio and ranks #132 among its holdings.

409 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • Optimize Financial held 2,730 shares of Axsome Therapeutics worth $461K as of Q1 2026.
  • Axsome Therapeutics was a new Optimize Financial position in Q1 2026.
  • Axsome Therapeutics made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #132 holding.
  • 409 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.