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RKL Wealth Management’s Annovis Bio ANVS Stock Holding History

RKL Wealth Management’s Portfolio ANVS Stock Details ANVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6K Hold
10,000
– – ﹤0.01% 189
2026
Q1 		$22.3K Hold
10,000
– – ﹤0.01% 179
2025
Q4 		$34.6K Buy
+10,000
New +$30.1K ﹤0.01% 183
2021
Q3 		– Sell
-5,000
Closed -$428K – 124
2021
Q2 		$428K Sell
5,000
-5,000
-50% -$231K 0.05% 96
2021
Q1 		$279K Buy
+10,000
New +$214K 0.04% 112

Other funds holding ANVS

EAM
Empery Asset Management New York $86.5M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

RKL Wealth Management's ANVS Position: Q2 2026 in Review

RKL Wealth Management held its Annovis Bio (ANVS) position steady in Q2 2026 at 10,000 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

RKL Wealth Management first reported a position in ANVS in Q1 2021 and has held it in 5 quarters since. The position peaked at $428K in Q2 2021. 61 funds tracked by Wall St. Rank hold ANVS as of Q2 2026.

  • RKL Wealth Management held 10,000 shares of Annovis Bio worth $18.6K as of Q2 2026.
  • RKL Wealth Management left its Annovis Bio share count unchanged in Q2 2026.
  • Annovis Bio made up ﹤0.01% of RKL Wealth Management's portfolio in Q2 2026, its #189 holding.
  • RKL Wealth Management first reported a position in Annovis Bio in Q1 2021 and has held it in 5 quarters since.
  • RKL Wealth Management's Annovis Bio position peaked at $428K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Annovis Bio as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.