Crown Wealth Group
ANNX icon

Crown Wealth Group’s Annexon ANNX Stock Holding History

Crown Wealth Group’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
Q3 		– Sell
-23,763
Closed -$136K – 149
2026
Q2 		$136K Buy
+23,763
New +$131K 0.03% 149

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
SL
Siren LLC Greenwich, Connecticut $4.23B AUM 121.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Crown Wealth Group's ANNX Position: Q3 2026 in Review

Crown Wealth Group sold out of Annexon (ANNX) in Q3 2026, closing a stake of 23,763 shares — an estimated $136K sold.

Crown Wealth Group first reported a position in ANNX in Q2 2026 and held it in 1 quarter. The position peaked at $136K in Q2 2026. 121 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Crown Wealth Group reported no remaining Annexon position as of Q3 2026 after selling out during the quarter.
  • Crown Wealth Group sold 23,763 Annexon shares in Q3 2026, an estimated $136K.
  • Crown Wealth Group first reported a position in Annexon in Q2 2026 and held it in 1 quarter.
  • Crown Wealth Group's Annexon position peaked at $136K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.