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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
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 $80.2B AUM 50.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

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

True Wealth Design increased its Axsome Therapeutics (AXSM) stake by 2.7% in Q2 2026, buying an estimated $1.08K and bringing the position to 187 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #524.

True Wealth Design first reported a position in AXSM in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold AXSM as of Q2 2026.

  • True Wealth Design held 187 shares of Axsome Therapeutics worth $45.8K as of Q2 2026.
  • True Wealth Design bought 5 Axsome Therapeutics shares in Q2 2026, an estimated $1.08K.
  • Axsome Therapeutics made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #524 holding.
  • True Wealth Design first reported a position in Axsome Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 38 funds tracked by Wall St. Rank held Axsome Therapeutics as of Q2 2026.

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