CA
ANNX icon

Clearstead Advisors’s Annexon ANNX Stock Holding History

Clearstead Advisors’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 		$86 Buy
+15
New +$83 ﹤0.01% 3385
2025
Q4 		– Sell
-355
Closed -$1.08K – 2770
2025
Q3 		$1.08K Buy
+355
New +$881 ﹤0.01% 2601

Other funds holding ANNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's ANNX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Annexon (ANNX) in Q2 2026: 15 shares worth $86. The stake represents ﹤0.01% of the portfolio and ranks #3385 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ANNX as recently as Q3 2025.

Clearstead Advisors first reported a position in ANNX in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.08K in Q3 2025. 61 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Clearstead Advisors held 15 shares of Annexon worth $86 as of Q2 2026.
  • Annexon was a new Clearstead Advisors position in Q2 2026.
  • Annexon made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3385 holding.
  • Clearstead Advisors first reported a position in Annexon in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Annexon position peaked at $1.08K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.