Charles Schwab
ANNX icon

Charles Schwab’s Annexon ANNX Stock Holding History

Charles Schwab’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
Q2 		$7.18M Buy
1,257,799
+155,354
+14% +$859K ﹤0.01% 2313
2026
Q1 		$6.11M Buy
1,102,445
+45,385
+4% +$255K ﹤0.01% 2321
2025
Q4 		$5.31M Buy
1,057,060
+266,810
+34% +$1.02M ﹤0.01% 2419
2025
Q3 		$2.41M Buy
790,250
+61,861
+8% +$154K ﹤0.01% 2705
2025
Q2 		$1.75M Buy
728,389
+2,637
+0.4% +$5.29K ﹤0.01% 2710
2025
Q1 		$1.4M Sell
725,752
-18,043
-2% -$60K ﹤0.01% 2728
2024
Q4 		$3.82M Buy
743,795
+11,579
+2% +$71.2K ﹤0.01% 2465
2024
Q3 		$4.33M Buy
732,216
+504,656
+222% +$2.99M ﹤0.01% 2444
2024
Q2 		$1.12M Buy
227,560
+46,509
+26% +$241K ﹤0.01% 2893
2024
Q1 		$1.3M Buy
181,051
+57,383
+46% +$298K ﹤0.01% 2718
2023
Q4 		$561K Hold
123,668
– – ﹤0.01% 3035
2023
Q3 		$292K Hold
123,668
– – ﹤0.01% 3220
2023
Q2 		$435K Buy
123,668
+104,336
+540% +$456K ﹤0.01% 3118
2023
Q1 		$74.4K Hold
19,332
– – ﹤0.01% 3289
2022
Q4 		$99.9K Hold
19,332
– – ﹤0.01% 3259
2022
Q3 		$120K Sell
19,332
-98,841
-84% -$534K ﹤0.01% 3210
2022
Q2 		$446K Sell
118,173
-70,544
-37% -$216K ﹤0.01% 3113
2022
Q1 		$516K Sell
188,717
-6,235
-3% -$38.4K ﹤0.01% 3093
2021
Q4 		$2.24M Buy
194,952
+4,025
+2% +$65K ﹤0.01% 2670
2021
Q3 		$3.55M Buy
190,927
+50,062
+36% +$1.02M ﹤0.01% 2533
2021
Q2 		$3.17M Buy
140,865
+11,946
+9% +$265K ﹤0.01% 2567
2021
Q1 		$3.59M Buy
128,919
+25,598
+25% +$704K ﹤0.01% 2452
2020
Q4 		$2.59M Buy
103,321
+7,738
+8% +$199K ﹤0.01% 2526
2020
Q3 		$2.89M Buy
+95,583
New +$2.24M ﹤0.01% 2352

Other funds holding ANNX

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
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Charles Schwab's ANNX Position: Q2 2026 in Review

Charles Schwab increased its Annexon (ANNX) stake by 14% in Q2 2026, buying an estimated $859K and bringing the position to 1,257,799 shares worth $7.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Charles Schwab first reported a position in ANNX in Q3 2020 and has held it in 24 quarters since. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Charles Schwab held 1,257,799 shares of Annexon worth $7.18M as of Q2 2026.
  • Charles Schwab bought 155,354 Annexon shares in Q2 2026, an estimated $859K.
  • Annexon made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2313 holding.
  • Charles Schwab first reported a position in Annexon in Q3 2020 and has held it in 24 quarters since.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.