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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
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

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
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
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Annex Advisory Services's XMTR Position: Q2 2026 in Review

Annex Advisory Services reduced its Xometry (XMTR) stake by 30% in Q2 2026, selling an estimated $521K and leaving 16,852 shares worth $1.63M. The position accounts for 0.03% of the portfolio, ranked #171.

Annex Advisory Services first reported a position in XMTR in Q4 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold XMTR as of Q2 2026.

  • Annex Advisory Services held 16,852 shares of Xometry worth $1.63M as of Q2 2026.
  • Annex Advisory Services sold 7,286 Xometry shares in Q2 2026, an estimated $521K.
  • Xometry made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #171 holding.
  • Annex Advisory Services first reported a position in Xometry in Q4 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Xometry as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.