FFO
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Fortitude Family Office’s Annexon ANNX Stock Holding History

Fortitude Family Office’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 		$1.18K Sell
280
-203
-42% -$1.02K ﹤0.01% 2186
2026
Q2 		$2.76K Buy
483
+396
+455% +$2.19K ﹤0.01% 1344
2026
Q1 		$482 Buy
+87
New +$490 ﹤0.01% 1744

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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's ANNX Position: Q3 2026 in Review

Fortitude Family Office reduced its Annexon (ANNX) stake by 42% in Q3 2026, selling an estimated $1.02K and leaving 280 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Fortitude Family Office first reported a position in ANNX in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.76K in Q2 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Fortitude Family Office held 280 shares of Annexon worth $1.18K as of Q3 2026.
  • Fortitude Family Office sold 203 Annexon shares in Q3 2026, an estimated $1.02K.
  • Annexon made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2186 holding.
  • Fortitude Family Office first reported a position in Annexon in Q1 2026 and has held it in 3 quarters since.
  • Fortitude Family Office's Annexon position peaked at $2.76K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.