Prosperity Wealth Management’s Anixa Biosciences ANIX Stock Holding History

Prosperity 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
2025 Q4	–	Sell	-41,800	Closed	-$138K	–	253
2025 Q3	$138K	Buy	41,800 +5,300	+15%	+$16.8K	0.05%	238
2025 Q2	$120K	Buy	36,500 +2,100	+6%	+$6K	0.04%	231
2025 Q1	$98.4K	Buy	34,400 +11,300	+49%	+$32.3K	0.05%	211
2024 Q4	$53.6K	Buy	+23,100	New	+$71.7K	0.02%	206

Other funds holding ANIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $4.58B AUM 30.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Prosperity Wealth Management's ANIX Position: Q4 2025 in Review

Prosperity Wealth Management sold out of Anixa Biosciences (ANIX) in Q4 2025, closing a stake of 41,800 shares — an estimated $138K sold.

Prosperity Wealth Management first reported a position in ANIX in Q4 2024 and held it in 4 quarters. The position peaked at $138K in Q3 2025. 71 funds tracked by Wall St. Rank hold ANIX as of Q4 2025.

Prosperity Wealth Management reported no remaining Anixa Biosciences position as of Q4 2025 after selling out during the quarter.
Prosperity Wealth Management sold 41,800 Anixa Biosciences shares in Q4 2025, an estimated $138K.
Prosperity Wealth Management first reported a position in Anixa Biosciences in Q4 2024 and held it in 4 quarters.
Prosperity Wealth Management's Anixa Biosciences position peaked at $138K in Q3 2025.
71 funds tracked by Wall St. Rank held Anixa Biosciences as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.