Wescott Financial Advisory Group’s Annovis Bio ANVS Stock Holding History

Wescott Financial Advisory Group’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 Q1	$92.8K	Hold	41,607	–	–	0.01%	190
2025 Q4	$144K	Hold	41,607	–	–	0.01%	182
2025 Q3	$86.1K	Hold	41,607	–	–	0.01%	177
2025 Q2	$90.3K	Hold	41,607	–	–	0.01%	173
2025 Q1	$62.4K	Hold	41,607	–	–	0.01%	171
2024 Q4	$209K	Hold	41,607	–	–	0.02%	166
2024 Q3	$335K	Hold	41,607	–	–	0.04%	140
2024 Q2	$240K	Hold	41,607	–	–	0.03%	151
2024 Q1	$495K	Hold	41,607	–	–	0.06%	108
2023 Q4	$778K	Hold	41,607	–	–	0.11%	79
2023 Q3	$395K	Hold	41,607	–	–	0.07%	109
2023 Q2	$595K	Hold	41,607	–	–	0.11%	88
2023 Q1	$641K	Hold	41,607	–	–	0.14%	79
2022 Q4	$559K	Hold	41,607	–	–	0.12%	85
2022 Q3	$570K	Hold	41,607	–	–	0.16%	77
2022 Q2	$472K	Hold	41,607	–	–	0.13%	82
2022 Q1	$555K	Hold	41,607	–	–	0.14%	76
2021 Q4	$731K	Hold	41,607	–	–	0.38%	31
2021 Q3	$1.32M	Buy	+41,607	New	+$2.39M	0.75%	19

Other funds holding ANVS

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wescott Financial Advisory Group's ANVS Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Annovis Bio (ANVS) position steady in Q1 2026 at 41,607 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #190.

Wescott Financial Advisory Group first reported a position in ANVS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q3 2021. 56 funds tracked by Wall St. Rank hold ANVS as of Q1 2026.

Wescott Financial Advisory Group held 41,607 shares of Annovis Bio worth $92.8K as of Q1 2026.
Wescott Financial Advisory Group left its Annovis Bio share count unchanged in Q1 2026.
Annovis Bio made up 0.01% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #190 holding.
Wescott Financial Advisory Group first reported a position in Annovis Bio in Q3 2021 and has held it in 19 quarters since.
Wescott Financial Advisory Group's Annovis Bio position peaked at $1.32M in Q3 2021.
56 funds tracked by Wall St. Rank held Annovis Bio as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.