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
Q2 		$262K Buy
45,950
+27
+0.1% +$149 ﹤0.01% 3677
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

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

Creative Planning's ANNX Position: Q2 2026 in Review

Creative Planning increased its Annexon (ANNX) stake by 0.06% in Q2 2026, buying an estimated $149 and bringing the position to 45,950 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

Creative Planning first reported a position in ANNX in Q2 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Creative Planning held 45,950 shares of Annexon worth $262K as of Q2 2026.
  • Creative Planning bought 27 Annexon shares in Q2 2026, an estimated $149.
  • Annexon made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3677 holding.
  • Creative Planning first reported a position in Annexon in Q2 2024 and has held it in 7 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.