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True Wealth Design’s Anavex Life Sciences AVXL Stock Holding History

True Wealth Design’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 		$542 Buy
209
+41
+24% +$121 ﹤0.01% 2181
2026
Q1 		$516 Buy
168
+165
+5,500% +$715 ﹤0.01% 2039
2025
Q4 		$11 Buy
+3
New +$18 ﹤0.01% 2514

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

True Wealth Design's AVXL Position: Q2 2026 in Review

True Wealth Design increased its Anavex Life Sciences (AVXL) stake by 24% in Q2 2026, buying an estimated $121 and bringing the position to 209 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

True Wealth Design first reported a position in AVXL in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold AVXL as of Q2 2026.

  • True Wealth Design held 209 shares of Anavex Life Sciences worth $542 as of Q2 2026.
  • True Wealth Design bought 41 Anavex Life Sciences shares in Q2 2026, an estimated $121.
  • Anavex Life Sciences made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2181 holding.
  • True Wealth Design first reported a position in Anavex Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.