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SageView Advisory Group’s Axsome Therapeutics AXSM Stock Holding History

SageView Advisory Group’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 		– Sell
-33
Closed -$6.03K – 735
2025
Q4 		$6.03K Buy
+33
New +$4.61K ﹤0.01% 1906

Other funds holding AXSM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SageView Advisory Group's AXSM Position: Q1 2026 in Review

SageView Advisory Group sold out of Axsome Therapeutics (AXSM) in Q1 2026, closing a stake of 33 shares — an estimated $6.03K sold.

SageView Advisory Group first reported a position in AXSM in Q4 2025 and held it in 1 quarter. The position peaked at $6.03K in Q4 2025. 410 funds tracked by Wall St. Rank hold AXSM as of Q1 2026.

  • SageView Advisory Group reported no remaining Axsome Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 33 Axsome Therapeutics shares in Q1 2026, an estimated $6.03K.
  • SageView Advisory Group first reported a position in Axsome Therapeutics in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Axsome Therapeutics position peaked at $6.03K in Q4 2025.
  • 410 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.