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Integrated Wealth Concepts’s Annexon ANNX Stock Holding History

Integrated Wealth Concepts’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 		$56.7K Buy
+10,232
New +$57.6K ﹤0.01% 2211

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

Integrated Wealth Concepts's ANNX Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Annexon (ANNX) in Q1 2026: 10,232 shares worth $56.7K. The stake represents ﹤0.01% of the portfolio and ranks #2211 among its holdings.

217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Integrated Wealth Concepts held 10,232 shares of Annexon worth $56.7K as of Q1 2026.
  • Annexon was a new Integrated Wealth Concepts position in Q1 2026.
  • Annexon made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2211 holding.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.