AAS
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Annex Advisory Services’s LeMaitre Vascular LMAT Stock Holding History

Annex Advisory Services’s Portfolio LMAT Stock Details LMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.8M Sell
248,253
-2,357
-0.9% -$242K 0.41% 61
2026
Q1 		$27.4M Buy
250,610
+6,901
+3% +$658K 0.51% 57
2025
Q4 		$19.8M Buy
243,709
+13,692
+6% +$1.18M 0.38% 65
2025
Q3 		$20.1M Buy
230,017
+10,350
+5% +$924K 0.43% 59
2025
Q2 		$18.2M Buy
219,667
+185,085
+535% +$15.5M 0.44% 54
2025
Q1 		$2.9M Buy
34,582
+2,905
+9% +$270K 0.08% 104
2024
Q4 		$2.92M Buy
31,677
+1,769
+6% +$170K 0.09% 104
2024
Q3 		$2.78M Buy
29,908
+1,318
+5% +$114K 0.09% 101
2024
Q2 		$2.35M Buy
28,590
+2,441
+9% +$179K 0.08% 102
2024
Q1 		$1.74M Buy
26,149
+1,315
+5% +$81.1K 0.06% 107
2023
Q4 		$1.41M Buy
24,834
+12,745
+105% +$668K 0.06% 108
2023
Q3 		$659K Buy
12,089
+2,233
+23% +$132K 0.04% 127
2023
Q2 		$663K Buy
9,856
+1,255
+15% +$76.6K 0.04% 127
2023
Q1 		$443K Buy
8,601
+805
+10% +$39.1K 0.02% 146
2022
Q4 		$359K Buy
7,796
+2,267
+41% +$106K 0.02% 173
2022
Q3 		$280K Buy
5,529
+251
+5% +$12.5K 0.02% 184
2022
Q2 		$240K Buy
+5,278
New +$236K 0.02% 220

Other funds holding LMAT

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return