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Hennion & Walsh Asset Management’s Annexon ANNX Stock Holding History

Hennion & Walsh Asset Management’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 		$2.62M Buy
620,025
+112,975
+22% +$568K 0.08% 311
2026
Q2 		$2.9M Sell
507,050
-2,639
-0.5% -$14.6K 0.08% 290
2026
Q1 		$2.82M Sell
509,689
-25,297
-5% -$142K 0.1% 272
2025
Q4 		$2.69M Buy
534,986
+59,057
+12% +$226K 0.09% 287
2025
Q3 		$1.45M Sell
475,929
-8,704
-2% -$21.6K 0.05% 418
2025
Q2 		$1.16M Buy
484,633
+7,066
+1% +$14.2K 0.05% 461
2025
Q1 		$922K Buy
477,567
+47,983
+11% +$160K 0.04% 490
2024
Q4 		$2.2M Buy
429,584
+170,180
+66% +$1.05M 0.1% 264
2024
Q3 		$1.54M Buy
259,404
+66,792
+35% +$396K 0.07% 353
2024
Q2 		$944K Buy
+192,612
New +$996K 0.05% 439

Other funds holding ANNX

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
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

Hennion & Walsh Asset Management's ANNX Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Annexon (ANNX) stake by 22% in Q3 2026, buying an estimated $568K and bringing the position to 620,025 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #311.

Hennion & Walsh Asset Management first reported a position in ANNX in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.9M in Q2 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Hennion & Walsh Asset Management held 620,025 shares of Annexon worth $2.62M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 112,975 Annexon shares in Q3 2026, an estimated $568K.
  • Annexon made up 0.08% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #311 holding.
  • Hennion & Walsh Asset Management first reported a position in Annexon in Q2 2024 and has held it in 10 quarters since.
  • Hennion & Walsh Asset Management's Annexon position peaked at $2.9M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.