Annex Advisory Services
CAMT icon

Annex Advisory Services’s Camtek CAMT Stock Holding History

Annex Advisory Services’s Portfolio CAMT Stock Details CAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.71M Sell
11,018
-4,254
-28% -$625K 0.03% 168
2026
Q2 		$2.49M Buy
15,272
+5,167
+51% +$916K 0.04% 146
2026
Q1 		$1.53M Buy
+10,105
New +$1.53M 0.03% 167

Other funds holding CAMT

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
REMPR
Roof Eidam Maycock Peralta (REMP) San Francisco, California $531M AUM 13.26% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
FIA
FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Annex Advisory Services's CAMT Position: Q3 2026 in Review

Annex Advisory Services reduced its Camtek (CAMT) stake by 28% in Q3 2026, selling an estimated $625K and leaving 11,018 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #168.

Annex Advisory Services first reported a position in CAMT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.49M in Q2 2026. 14 funds tracked by Wall St. Rank hold CAMT as of Q3 2026.

  • Annex Advisory Services held 11,018 shares of Camtek worth $1.71M as of Q3 2026.
  • Annex Advisory Services sold 4,254 Camtek shares in Q3 2026, an estimated $625K.
  • Camtek made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #168 holding.
  • Annex Advisory Services first reported a position in Camtek in Q1 2026 and has held it in 3 quarters since.
  • Annex Advisory Services's Camtek position peaked at $2.49M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Camtek as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.