Annex Advisory Services
XMTR icon

Annex Advisory Services’s Xometry XMTR Stock Holding History

Annex Advisory Services’s Portfolio XMTR Stock Details XMTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.93M Buy
18,793
+1,941
+12% +$180K 0.03% 159
2026
Q2 		$1.63M Sell
16,852
-7,286
-30% -$521K 0.03% 171
2026
Q1 		$986K Buy
24,138
+14,559
+152% +$774K 0.02% 187
2025
Q4 		$570K Buy
+9,579
New +$540K 0.01% 237

Other funds holding XMTR

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Annex Advisory Services increased its Xometry (XMTR) stake by 12% in Q3 2026, buying an estimated $180K and bringing the position to 18,793 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #159.

Annex Advisory Services first reported a position in XMTR in Q4 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold XMTR as of Q3 2026.

  • Annex Advisory Services held 18,793 shares of Xometry worth $1.93M as of Q3 2026.
  • Annex Advisory Services bought 1,941 Xometry shares in Q3 2026, an estimated $180K.
  • Xometry made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #159 holding.
  • Annex Advisory Services first reported a position in Xometry in Q4 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held Xometry as of Q3 2026.

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