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IFP Advisors’s Annexon ANNX Stock Holding History

IFP 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 		$3.25K Sell
569
-76
-12% -$420 ﹤0.01% 4019
2026
Q1 		$3.57K Buy
645
+98
+18% +$552 ﹤0.01% 3720
2025
Q4 		$2.75K Buy
547
+197
+56% +$753 ﹤0.01% 3714
2025
Q3 		$1.07K Buy
350
+242
+224% +$601 ﹤0.01% 3932
2025
Q2 		$259 Buy
+108
New +$217 ﹤0.01% 4581
2025
Q1 		– Hold
0
– – – 4197
2024
Q4 		– Hold
0
– – – 4312

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

IFP Advisors's ANNX Position: Q2 2026 in Review

IFP Advisors reduced its Annexon (ANNX) stake by 12% in Q2 2026, selling an estimated $420 and leaving 569 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

IFP Advisors first reported a position in ANNX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57K in Q1 2026. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • IFP Advisors held 569 shares of Annexon worth $3.25K as of Q2 2026.
  • IFP Advisors sold 76 Annexon shares in Q2 2026, an estimated $420.
  • Annexon made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4019 holding.
  • IFP Advisors first reported a position in Annexon in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Annexon position peaked at $3.57K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.