FWP
ANNX icon

Forefront Wealth Partners’s Annexon ANNX Stock Holding History

Forefront Wealth 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
2025
Q4 		– Sell
-27,027
Closed -$82.4K – 143
2025
Q3 		$82.4K Buy
+27,027
New +$67.1K 0.02% 187

Other funds holding ANNX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forefront Wealth Partners's ANNX Position: Q4 2025 in Review

Forefront Wealth Partners sold out of Annexon (ANNX) in Q4 2025, closing a stake of 27,027 shares — an estimated $82.4K sold.

Forefront Wealth Partners first reported a position in ANNX in Q3 2025 and held it in 1 quarter. The position peaked at $82.4K in Q3 2025. 168 funds tracked by Wall St. Rank hold ANNX as of Q4 2025.

  • Forefront Wealth Partners reported no remaining Annexon position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 27,027 Annexon shares in Q4 2025, an estimated $82.4K.
  • Forefront Wealth Partners first reported a position in Annexon in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's Annexon position peaked at $82.4K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held Annexon as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.