Creative Planning
ANNX icon

Creative Planning’s Annexon ANNX Stock Holding History

Creative Planning’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 		$254K Buy
45,923
+21,919
+91% +$123K ﹤0.01% 3551
2025
Q4 		$121K Buy
24,004
+8,553
+55% +$32.7K ﹤0.01% 3683
2025
Q3 		$47.1K Buy
+15,451
New +$38.4K ﹤0.01% 3760
2025
Q1 		– Sell
-14,673
Closed -$75.3K – 3478
2024
Q4 		$75.3K Sell
14,673
-20,106
-58% -$124K ﹤0.01% 3194
2024
Q3 		$206K Buy
34,779
+7,914
+29% +$46.9K ﹤0.01% 2813
2024
Q2 		$132K Buy
+26,865
New +$139K ﹤0.01% 2786

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

Creative Planning's ANNX Position: Q1 2026 in Review

Creative Planning increased its Annexon (ANNX) stake by 91% in Q1 2026, buying an estimated $123K and bringing the position to 45,923 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Creative Planning first reported a position in ANNX in Q2 2024 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Creative Planning held 45,923 shares of Annexon worth $254K as of Q1 2026.
  • Creative Planning bought 21,919 Annexon shares in Q1 2026, an estimated $123K.
  • Annexon made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3551 holding.
  • Creative Planning first reported a position in Annexon in Q2 2024 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.