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Sterling Investment Advisors (Pennsylvania)’s Annovis Bio ANVS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$43.6K Hold
23,416
– – 0.01% 225
2026
Q1 		$52.2K Hold
23,416
– – 0.01% 210
2025
Q4 		$81K Hold
23,416
– – 0.01% 207
2025
Q3 		$48.5K Hold
23,416
– – 0.01% 198
2025
Q2 		$50.8K Hold
23,416
– – 0.01% 182
2025
Q1 		$35.1K Sell
23,416
-558
-2% -$1.71K 0.01% 174
2024
Q4 		$121K Sell
23,974
-10,500
-30% -$76K 0.03% 159
2024
Q3 		$278K Buy
34,474
+1,000
+3% +$9.37K 0.07% 127
2024
Q2 		$193K Sell
33,474
-900
-3% -$7.29K 0.05% 136
2024
Q1 		$409K Hold
34,374
– – 0.12% 108
2023
Q4 		$643K Hold
34,374
– – 0.2% 89
2023
Q3 		$326K Hold
34,374
– – 0.11% 109
2023
Q2 		$491K Buy
34,374
+1,000
+3% +$14.1K 0.16% 96
2023
Q1 		$514K Buy
33,374
+900
+3% +$14.5K 0.17% 95
2022
Q4 		$436K Hold
32,474
– – 0.16% 105
2022
Q3 		$445K Buy
32,474
+5,500
+20% +$72.3K 0.17% 102
2022
Q2 		$306K Buy
26,974
+8,000
+42% +$87.5K 0.11% 111
2022
Q1 		$253K Buy
18,974
+4,500
+31% +$65K 0.07% 132
2021
Q4 		$254K Hold
14,474
– – 0.07% 135
2021
Q3 		$460K Sell
14,474
-6,100
-30% -$351K 0.14% 112
2021
Q2 		$1.76M Sell
20,574
-11,104
-35% -$513K 0.52% 61
2021
Q1 		$884K Sell
31,678
-18,910
-37% -$405K 0.29% 84
2020
Q4 		$381K Sell
50,588
-450
-0.9% -$2.44K 0.13% 104
2020
Q3 		$245K Buy
+51,038
New +$273K 0.09% 114

Other funds holding ANVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ANVS Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Annovis Bio (ANVS) position steady in Q2 2026 at 23,416 shares worth $43.6K. The position accounts for 0.01% of the portfolio, ranked #225.

Sterling Investment Advisors (Pennsylvania) first reported a position in ANVS in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q2 2021. 25 funds tracked by Wall St. Rank hold ANVS as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 23,416 shares of Annovis Bio worth $43.6K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its Annovis Bio share count unchanged in Q2 2026.
  • Annovis Bio made up 0.01% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #225 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Annovis Bio in Q3 2020 and has held it in 24 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Annovis Bio position peaked at $1.76M in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Annovis Bio as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.