ANIX β€” ANIXA BIOSCIENCES INC

Ownership history in MISSION WEALTH MANAGEMENT, LP  Β·  10 quarters on record

AI Ownership Summary

MISSION WEALTH MANAGEMENT, LP reported ANIXA BIOSCIENCES INC (ANIX) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows ANIX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ANIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MISSION WEALTH MANAGEMENT, LP's position in ANIXA BIOSCIENCES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ANIX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MISSION WEALTH MANAGEMENT, LP held ANIX β€” position size vs. price
% of Fund (quarterly)    ANIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 206,900 -149,252 -41.9% 0.01% $646K 2026-02-14 (Est.) $2.82
2025 Q3 REDUCED 356,152 -13,365 -3.6% 0.02% $1.2M 2025-11-04 $3.97
2025 Q2 REDUCED 369,517 -100,000 -21.3% 0.03% $1.2M 2025-08-05 $3.15
2025 Q1 UNCHANGED 469,517 β€” 0% 0.03% $1.3M 2025-04-17 $2.72
2024 Q4 REDUCED 469,517 -40,000 -7.9% 0.03% $1.1M 2025-02-06 $3.19
2024 Q3 ADDED 509,517 +7,097 +1.4% 0.04% $1.6M 2024-10-31 $3.50
2024 Q2 UNCHANGED 502,420 β€” 0% 0.03% $1.1M 2024-08-05 $3.10
2024 Q1 ADDED 502,420 +1,252 +0.2% 0.04% $1.6M 2024-04-30 $2.97
2023 Q4 UNCHANGED 501,168 β€” 0% 0.06% $1.9M 2024-02-05 $4.55
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ANIX

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0%

FAQ About MISSION WEALTH MANAGEMENT, LP and ANIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has MISSION WEALTH MANAGEMENT, LP reported owning ANIX?

MISSION WEALTH MANAGEMENT, LP reported ANIX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ANIX position in MISSION WEALTH MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for ANIX was 0.06% in 2023 Q4.

What is the latest reported ANIX position on this page?

The most recent filing on this page is 2025 Q4, when MISSION WEALTH MANAGEMENT, LP reported 206,900 shares, equal to 0.01% of portfolio, with an estimated market value of $646K.

What does the chart on this ANIX ownership page compare?

The chart compares MISSION WEALTH MANAGEMENT, LP's quarterly ANIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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