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Diversified Trust’s Annexon ANNX Stock Holding History

Diversified Trust’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 		$353K Buy
+61,797
New +$342K 0.01% 862

Other funds holding ANNX

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Diversified Trust's ANNX Position: Q2 2026 in Review

Diversified Trust opened a new position in Annexon (ANNX) in Q2 2026: 61,797 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #862 among its holdings.

9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Diversified Trust held 61,797 shares of Annexon worth $353K as of Q2 2026.
  • Annexon was a new Diversified Trust position in Q2 2026.
  • Annexon made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #862 holding.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.