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Essential Partners’s Annexon ANNX Stock Holding History

Essential Partners’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 		$1.36K Sell
321
-353
-52% -$1.77K ﹤0.01% 2070
2026
Q2 		$3.85K Sell
674
-418
-38% -$2.31K ﹤0.01% 1660
2026
Q1 		$6.05K Buy
1,092
+5
+0.5% +$28 ﹤0.01% 1494
2025
Q4 		$5.46K Buy
1,087
+794
+271% +$3.04K ﹤0.01% 1392
2025
Q3 		$894 Buy
293
+91
+45% +$226 ﹤0.01% 2054
2025
Q2 		$485 Buy
+202
New +$405 ﹤0.01% 1710

Other funds holding ANNX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's ANNX Position: Q3 2026 in Review

Essential Partners reduced its Annexon (ANNX) stake by 52% in Q3 2026, selling an estimated $1.77K and leaving 321 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Essential Partners first reported a position in ANNX in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.05K in Q1 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Essential Partners held 321 shares of Annexon worth $1.36K as of Q3 2026.
  • Essential Partners sold 353 Annexon shares in Q3 2026, an estimated $1.77K.
  • Annexon made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2070 holding.
  • Essential Partners first reported a position in Annexon in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Annexon position peaked at $6.05K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.