49 Wealth Management’s Annexon ANNX Stock Holding History

49 Wealth Management’s Portfolio ANNX Stock Details ANNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12,083	Closed	-$36.9K	–	200
2025 Q3	$36.9K	Hold	12,083	–	–	﹤0.01%	195
2025 Q2	$29K	Buy	+12,083	New	+$24.2K	﹤0.01%	175
2024 Q3	–	Sell	-10,111	Closed	-$51.1K	–	182
2024 Q2	$51.1K	Sell	10,111 -3,182	-24%	-$16.5K	0.01%	153
2024 Q1	$88.1K	Sell	13,293 -2,801	-17%	-$14.5K	0.02%	122
2023 Q4	$73.1K	Buy	+16,094	New	+$39.8K	0.02%	118

Other funds holding ANNX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

49 Wealth Management's ANNX Position: Q4 2025 in Review

49 Wealth Management sold out of Annexon (ANNX) in Q4 2025, closing a stake of 12,083 shares — an estimated $36.9K sold.

49 Wealth Management first reported a position in ANNX in Q4 2023 and held it in 5 quarters. The position peaked at $88.1K in Q1 2024. 168 funds tracked by Wall St. Rank hold ANNX as of Q4 2025.

49 Wealth Management reported no remaining Annexon position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 12,083 Annexon shares in Q4 2025, an estimated $36.9K.
49 Wealth Management first reported a position in Annexon in Q4 2023 and held it in 5 quarters.
49 Wealth Management's Annexon position peaked at $88.1K in Q1 2024.
168 funds tracked by Wall St. Rank held Annexon as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.