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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
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

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
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
BG
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
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

IFP Advisors's ANNX Position: Q1 2026 in Review

IFP Advisors increased its Annexon (ANNX) stake by 18% in Q1 2026, buying an estimated $552 and bringing the position to 645 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

IFP Advisors first reported a position in ANNX in Q2 2025 and has held it in 4 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • IFP Advisors held 645 shares of Annexon worth $3.57K as of Q1 2026.
  • IFP Advisors bought 98 Annexon shares in Q1 2026, an estimated $552.
  • Annexon made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3720 holding.
  • IFP Advisors first reported a position in Annexon in Q2 2025 and has held it in 4 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.