HighMark Wealth Management’s Annexon ANNX Stock Holding History

HighMark Wealth 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 Q1	$1.66K	Hold	300	–	–	﹤0.01%	471
2025 Q4	$1.51K	Hold	300	–	–	﹤0.01%	493
2025 Q3	$915	Hold	300	–	–	﹤0.01%	530
2025 Q2	$720	Hold	300	–	–	﹤0.01%	538
2025 Q1	$579	Hold	300	–	–	﹤0.01%	521
2024 Q4	$1.54K	Hold	300	–	–	﹤0.01%	472
2024 Q3	$1.78K	Hold	300	–	–	﹤0.01%	485
2024 Q2	$1.47K	Hold	300	–	–	﹤0.01%	486
2024 Q1	$2.15K	Hold	300	–	–	﹤0.01%	463
2023 Q4	$1.36K	Hold	300	–	–	﹤0.01%	491
2023 Q3	$708	Hold	300	–	–	﹤0.01%	520
2023 Q2	$1.06K	Hold	300	–	–	﹤0.01%	502
2023 Q1	$1.16K	Hold	300	–	–	﹤0.01%	531
2022 Q4	$1.55K	Hold	300	–	–	﹤0.01%	449
2022 Q3	$2K	Hold	300	–	–	﹤0.01%	412
2022 Q2	$1K	Sell	300 -1,000	-77%	-$3.06K	﹤0.01%	458
2022 Q1	$4K	Hold	1,300	–	–	﹤0.01%	377
2021 Q4	$15K	Sell	1,300 -415	-24%	-$6.71K	0.01%	206
2021 Q3	$32K	Buy	1,715 +261	+18%	+$5.29K	0.02%	143
2021 Q2	$33K	Buy	+1,454	New	+$32.2K	0.02%	145

Other funds holding ANNX

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

HighMark Wealth Management's ANNX Position: Q1 2026 in Review

HighMark Wealth Management held its Annexon (ANNX) position steady in Q1 2026 at 300 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

HighMark Wealth Management first reported a position in ANNX in Q2 2021 and has held it in 20 quarters since. The position peaked at $33K in Q2 2021. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

HighMark Wealth Management held 300 shares of Annexon worth $1.66K as of Q1 2026.
HighMark Wealth Management left its Annexon share count unchanged in Q1 2026.
Annexon made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #471 holding.
HighMark Wealth Management first reported a position in Annexon in Q2 2021 and has held it in 20 quarters since.
HighMark Wealth Management's Annexon position peaked at $33K in Q2 2021.
217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.