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Sheets Smith Wealth Management’s Anavex Life Sciences AVXL Stock Holding History

Sheets Smith Wealth Management’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185K Sell
71,259
-46,546
-40% -$138K 0.02% 403
2026
Q1 		$362K Buy
117,805
+109
+0.1% +$472 0.04% 324
2025
Q4 		$419K Buy
+117,696
New +$721K 0.05% 301

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sheets Smith Wealth Management's AVXL Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Anavex Life Sciences (AVXL) stake by 40% in Q2 2026, selling an estimated $138K and leaving 71,259 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #403.

Sheets Smith Wealth Management first reported a position in AVXL in Q4 2025 and has held it in 3 quarters since. The position peaked at $419K in Q4 2025. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • Sheets Smith Wealth Management held 71,259 shares of Anavex Life Sciences worth $185K as of Q2 2026.
  • Sheets Smith Wealth Management sold 46,546 Anavex Life Sciences shares in Q2 2026, an estimated $138K.
  • Anavex Life Sciences made up 0.02% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #403 holding.
  • Sheets Smith Wealth Management first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • Sheets Smith Wealth Management's Anavex Life Sciences position peaked at $419K in Q4 2025.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.