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Tortoise Investment Management’s Axsome Therapeutics AXSM Stock Holding History

Tortoise Investment Management’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
Q2 		$461K Buy
1,885
+6
+0.3% +$1.3K 0.03% 181
2026
Q1 		$318K Buy
1,879
+9
+0.5% +$1.55K 0.03% 195
2025
Q4 		$342K Sell
1,870
-266
-12% -$37.1K 0.03% 184
2025
Q3 		$259K Hold
2,136
– – 0.02% 205
2025
Q2 		$223K Buy
2,136
+1
+0% +$106 0.02% 210
2025
Q1 		$249K Hold
2,135
– – 0.03% 190
2024
Q4 		$181K Hold
2,135
– – 0.02% 234
2024
Q3 		$192K Hold
2,135
– – 0.02% 230
2024
Q2 		$172K Hold
2,135
– – 0.02% 232
2024
Q1 		$170K Hold
2,135
– – 0.02% 237
2023
Q4 		$170K Hold
2,135
– – 0.02% 228
2023
Q3 		$149K Hold
2,135
– – 0.02% 227
2023
Q2 		$153K Hold
2,135
– – 0.02% 226
2023
Q1 		$132K Hold
2,135
– – 0.02% 235
2022
Q4 		$165K Hold
2,135
– – 0.03% 203
2022
Q3 		$95K Buy
2,135
+825
+63% +$41.2K 0.02% 253
2022
Q2 		$50K Hold
1,310
– – 0.01% 303
2022
Q1 		$54K Hold
1,310
– – 0.01% 294
2021
Q4 		$49K Buy
+1,310
New +$48.2K 0.01% 297

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tortoise Investment Management's AXSM Position: Q2 2026 in Review

Tortoise Investment Management increased its Axsome Therapeutics (AXSM) stake by 0.32% in Q2 2026, buying an estimated $1.3K and bringing the position to 1,885 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #181.

Tortoise Investment Management first reported a position in AXSM in Q4 2021 and has held it in 19 quarters since. 506 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • Tortoise Investment Management held 1,885 shares of Axsome Therapeutics worth $461K as of Q2 2026.
  • Tortoise Investment Management bought 6 Axsome Therapeutics shares in Q2 2026, an estimated $1.3K.
  • Axsome Therapeutics made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #181 holding.
  • Tortoise Investment Management first reported a position in Axsome Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • 506 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.