EWA
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EverSource Wealth Advisors’s Annexon ANNX Stock Holding History

EverSource Wealth Advisors’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 		$3.19K Sell
559
-32
-5% -$177 ﹤0.01% 3500
2026
Q1 		$3.27K Buy
591
+52
+10% +$293 ﹤0.01% 3458
2025
Q4 		$2.71K Buy
539
+243
+82% +$929 ﹤0.01% 3388
2025
Q3 		$903 Buy
296
+44
+17% +$109 ﹤0.01% 3795
2025
Q2 		$605 Buy
252
+178
+241% +$357 ﹤0.01% 3853
2025
Q1 		$143 Buy
74
+64
+640% +$213 ﹤0.01% 3762
2024
Q4 		$51 Buy
+10
New +$62 ﹤0.01% 3632

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

EverSource Wealth Advisors's ANNX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Annexon (ANNX) stake by 5.4% in Q2 2026, selling an estimated $177 and leaving 559 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3500.

EverSource Wealth Advisors first reported a position in ANNX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.27K in Q1 2026. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • EverSource Wealth Advisors held 559 shares of Annexon worth $3.19K as of Q2 2026.
  • EverSource Wealth Advisors sold 32 Annexon shares in Q2 2026, an estimated $177.
  • Annexon made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3500 holding.
  • EverSource Wealth Advisors first reported a position in Annexon in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Annexon position peaked at $3.27K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.