AIP
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Ameritas Investment Partners’s Annexon ANNX Stock Holding History

Ameritas Investment Partners’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
2026
Q2 		$80.5K Buy
14,097
+3,307
+31% +$18.3K ﹤0.01% 1974
2026
Q1 		$59.8K Buy
10,790
+1,101
+11% +$6.2K ﹤0.01% 1991
2025
Q4 		$48.6K Hold
9,689
– – ﹤0.01% 2137
2025
Q3 		$29.6K Hold
9,689
– – ﹤0.01% 2490
2025
Q2 		$23.3K Hold
9,689
– – ﹤0.01% 2592
2025
Q1 		$18.7K Hold
9,689
– – ﹤0.01% 2585
2024
Q4 		$49.7K Hold
9,689
– – ﹤0.01% 2187
2024
Q3 		$57.4K Buy
9,689
+2,971
+44% +$17.6K ﹤0.01% 2106
2024
Q2 		$32.9K Hold
6,718
– – ﹤0.01% 2365
2024
Q1 		$48.2K Buy
6,718
+2,949
+78% +$15.3K ﹤0.01% 2167
2023
Q4 		$17.1K Hold
3,769
– – ﹤0.01% 2651
2023
Q3 		$8.89K Hold
3,769
– – ﹤0.01% 2870
2023
Q2 		$13.3K Buy
+3,769
New +$16.5K ﹤0.01% 2786
2022
Q2 		– Sell
-2,169
Closed -$6K – 3066
2022
Q1 		$6K Hold
2,169
– – ﹤0.01% 2918
2021
Q4 		$25K Hold
2,169
– – ﹤0.01% 2530
2021
Q3 		$40K Hold
2,169
– – ﹤0.01% 2302
2021
Q2 		$49K Hold
2,169
– – ﹤0.01% 2198
2021
Q1 		$60K Buy
2,169
+913
+73% +$25.1K ﹤0.01% 1974
2020
Q4 		$31K Hold
1,256
– – ﹤0.01% 2241
2020
Q3 		$38K Buy
+1,256
New +$29.5K ﹤0.01% 2008

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Ameritas Investment Partners's ANNX Position: Q2 2026 in Review

Ameritas Investment Partners increased its Annexon (ANNX) stake by 31% in Q2 2026, buying an estimated $18.3K and bringing the position to 14,097 shares worth $80.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Ameritas Investment Partners first reported a position in ANNX in Q3 2020 and has held it in 20 quarters since. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Ameritas Investment Partners held 14,097 shares of Annexon worth $80.5K as of Q2 2026.
  • Ameritas Investment Partners bought 3,307 Annexon shares in Q2 2026, an estimated $18.3K.
  • Annexon made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1974 holding.
  • Ameritas Investment Partners first reported a position in Annexon in Q3 2020 and has held it in 20 quarters since.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.