ANIX β€” ANIXA BIOSCIENCES INC

Ownership history in STEPHEN J. GARRY & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

STEPHEN J. GARRY & ASSOCIATES, LLC reported ANIXA BIOSCIENCES INC (ANIX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2024 Q4. The latest visible filing shows ANIX at 0.02% 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.

What this ANIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHEN J. GARRY & ASSOCIATES, LLC'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q4

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

Time in book
Holding Window
2024 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 STEPHEN J. GARRY & ASSOCIATES, LLC held ANIX β€” position size vs. price
% of Fund (quarterly)    ANIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,080 β€” 0% 0.02% $31K 2026-01-16 $3.19
2025 Q3 UNCHANGED 10,080 β€” 0% 0.03% $33K 2025-11-12 $4.39
2025 Q2 UNCHANGED 10,080 β€” 0% 0.03% $33K 2025-07-23 $3.38
2025 Q1 UNCHANGED 10,080 β€” 0% 0.03% $29K 2025-05-13 $2.67
2024 Q4 INITIATED 10,080 β€” β€” 0.04% $39K 2025-02-14 $3.14

🏒 Other funds also holding ANIX

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About STEPHEN J. GARRY & ASSOCIATES, LLC and ANIX

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

How long has STEPHEN J. GARRY & ASSOCIATES, LLC reported owning ANIX?

STEPHEN J. GARRY & ASSOCIATES, LLC reported ANIX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ANIX position in STEPHEN J. GARRY & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for ANIX was 0.04% in 2024 Q4.

What is the latest reported ANIX position on this page?

The most recent filing on this page is 2025 Q4, when STEPHEN J. GARRY & ASSOCIATES, LLC reported 10,080 shares, equal to 0.02% of portfolio, with an estimated market value of $31K.

What does the chart on this ANIX ownership page compare?

The chart compares STEPHEN J. GARRY & ASSOCIATES, LLC'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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