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ALPS Advisors’s Annexon ANNX Stock Holding History

ALPS Advisors’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
-47,879
Closed -$146K – 1014
2025
Q3 		$146K Sell
47,879
-11,322
-19% -$28.1K ﹤0.01% 1013
2025
Q2 		$142K Sell
59,201
-23,425
-28% -$47K ﹤0.01% 1019
2025
Q1 		$159K Sell
82,626
-3,568
-4% -$11.9K ﹤0.01% 970
2024
Q4 		$442K Buy
86,194
+11,850
+16% +$72.9K ﹤0.01% 645
2024
Q3 		$440K Buy
74,344
+3,267
+5% +$19.4K ﹤0.01% 627
2024
Q2 		$348K Buy
+71,077
New +$368K ﹤0.01% 739
2022
Q2 		– Sell
-39,788
Closed -$109K – 1033
2022
Q1 		$109K Sell
39,788
-4,621
-10% -$28.4K ﹤0.01% 826
2021
Q4 		$510K Sell
44,409
-2,574
-5% -$41.6K 0.01% 495
2021
Q3 		$874K Sell
46,983
-3,406
-7% -$69.1K 0.01% 403
2021
Q2 		$1.13M Buy
+50,389
New +$1.12M 0.01% 391

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ALPS Advisors's ANNX Position: Q4 2025 in Review

ALPS Advisors sold out of Annexon (ANNX) in Q4 2025, closing a stake of 47,879 shares — an estimated $146K sold.

ALPS Advisors first reported a position in ANNX in Q2 2021 and held it in 10 quarters. The position peaked at $1.13M in Q2 2021. 168 funds tracked by Wall St. Rank hold ANNX as of Q4 2025.

  • ALPS Advisors reported no remaining Annexon position as of Q4 2025 after selling out during the quarter.
  • ALPS Advisors sold 47,879 Annexon shares in Q4 2025, an estimated $146K.
  • ALPS Advisors first reported a position in Annexon in Q2 2021 and held it in 10 quarters.
  • ALPS Advisors's Annexon position peaked at $1.13M in Q2 2021.
  • 168 funds tracked by Wall St. Rank held Annexon as of Q4 2025.

Based on ALPS Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.