Robertson Stephens Wealth Management
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Robertson Stephens Wealth Management’s Anixa Biosciences ANIX Stock Holding History

Robertson Stephens 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
2026
Q3 		$45.9K Hold
15,649
– – ﹤0.01% 629
2026
Q2 		$43.8K Hold
15,649
– – ﹤0.01% 635
2026
Q1 		$40.4K Hold
15,649
– – ﹤0.01% 608
2025
Q4 		$48.8K Hold
15,649
– – ﹤0.01% 634
2025
Q3 		$51.6K Hold
15,649
– – ﹤0.01% 525
2025
Q2 		$51.6K Hold
15,649
– – ﹤0.01% 542
2025
Q1 		$44.8K Hold
15,649
– – ﹤0.01% 537
2024
Q4 		$36.3K Hold
15,649
– – ﹤0.01% 553
2024
Q3 		$49.3K Sell
15,649
-10,000
-39% -$30.8K ﹤0.01% 614
2024
Q2 		$56.7K Buy
+25,649
New +$72.7K ﹤0.01% 488

Other funds holding ANIX

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Westside Investment Management
Westside Investment Management Santa Monica, California $785M AUM 29.89% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Robertson Stephens Wealth Management's ANIX Position: Q3 2026 in Review

Robertson Stephens Wealth Management held its Anixa Biosciences (ANIX) position steady in Q3 2026 at 15,649 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Robertson Stephens Wealth Management first reported a position in ANIX in Q2 2024 and has held it in 10 quarters since. The position peaked at $56.7K in Q2 2024. 34 funds tracked by Wall St. Rank hold ANIX as of Q3 2026.

  • Robertson Stephens Wealth Management held 15,649 shares of Anixa Biosciences worth $45.9K as of Q3 2026.
  • Robertson Stephens Wealth Management left its Anixa Biosciences share count unchanged in Q3 2026.
  • Anixa Biosciences made up ﹤0.01% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #629 holding.
  • Robertson Stephens Wealth Management first reported a position in Anixa Biosciences in Q2 2024 and has held it in 10 quarters since.
  • Robertson Stephens Wealth Management's Anixa Biosciences position peaked at $56.7K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Anixa Biosciences as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.