True Wealth Design
AXSM icon

True Wealth Design’s Axsome Therapeutics AXSM Stock Holding History

True Wealth Design’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
Q3 		$34.1K Sell
185
-2
-1% -$435 0.01% 646
2026
Q2 		$45.8K Buy
187
+5
+3% +$1.08K 0.01% 524
2026
Q1 		$30.8K Buy
182
+107
+143% +$18.5K 0.01% 550
2025
Q4 		$13.7K Hold
75
– – ﹤0.01% 743
2025
Q3 		$9.11K Buy
75
+30
+67% +$3.38K ﹤0.01% 868
2025
Q2 		$4.7K Buy
45
+19
+73% +$2.01K ﹤0.01% 834
2025
Q1 		$3.03K Buy
26
+16
+160% +$1.82K ﹤0.01% 855
2024
Q4 		$847 Buy
+10
New +$920 ﹤0.01% 979

Other funds holding AXSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Cannon Advisors
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return

True Wealth Design's AXSM Position: Q3 2026 in Review

True Wealth Design reduced its Axsome Therapeutics (AXSM) stake by 1.1% in Q3 2026, selling an estimated $435 and leaving 185 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #646.

True Wealth Design first reported a position in AXSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $45.8K in Q2 2026. 47 funds tracked by Wall St. Rank hold AXSM as of Q3 2026.

  • True Wealth Design held 185 shares of Axsome Therapeutics worth $34.1K as of Q3 2026.
  • True Wealth Design sold 2 Axsome Therapeutics shares in Q3 2026, an estimated $435.
  • Axsome Therapeutics made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #646 holding.
  • True Wealth Design first reported a position in Axsome Therapeutics in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Axsome Therapeutics position peaked at $45.8K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.