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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
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

Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RKL Wealth Management's ANVS Position: Q1 2026 in Review

RKL Wealth Management held its Annovis Bio (ANVS) position steady in Q1 2026 at 10,000 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

RKL Wealth Management first reported a position in ANVS in Q1 2021 and has held it in 4 quarters since. The position peaked at $428K in Q2 2021. 56 funds tracked by Wall St. Rank hold ANVS as of Q1 2026.

  • RKL Wealth Management held 10,000 shares of Annovis Bio worth $22.3K as of Q1 2026.
  • RKL Wealth Management left its Annovis Bio share count unchanged in Q1 2026.
  • Annovis Bio made up ﹤0.01% of RKL Wealth Management's portfolio in Q1 2026, its #179 holding.
  • RKL Wealth Management first reported a position in Annovis Bio in Q1 2021 and has held it in 4 quarters since.
  • RKL Wealth Management's Annovis Bio position peaked at $428K in Q2 2021.
  • 56 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.