AssetMark Inc
ANNX icon

AssetMark Inc’s Annexon ANNX Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-333
Closed -$1.67K – 3445
2025
Q4 		$1.67K Buy
+333
New +$1.27K ﹤0.01% 2814

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

AssetMark Inc's ANNX Position: Q1 2026 in Review

AssetMark Inc sold out of Annexon (ANNX) in Q1 2026, closing a stake of 333 shares — an estimated $1.67K sold.

AssetMark Inc first reported a position in ANNX in Q4 2025 and held it in 1 quarter. The position peaked at $1.67K in Q4 2025. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • AssetMark Inc reported no remaining Annexon position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 333 Annexon shares in Q1 2026, an estimated $1.67K.
  • AssetMark Inc first reported a position in Annexon in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's Annexon position peaked at $1.67K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.