Lido Advisors
ANNX icon

Lido Advisors’s Annexon ANNX Stock Holding History

Lido 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 		$172K Sell
31,000
-3,952
-11% -$22.2K ﹤0.01% 1802
2025
Q4 		$107K Hold
34,952
– – ﹤0.01% 1846
2025
Q3 		$107K Sell
34,952
-48
-0.1% -$119 ﹤0.01% 1755
2025
Q2 		$84K Buy
35,000
+15,000
+75% +$30.1K ﹤0.01% 1603
2025
Q1 		$38.6K Buy
+20,000
New +$66.6K ﹤0.01% 1483

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

Lido Advisors's ANNX Position: Q1 2026 in Review

Lido Advisors reduced its Annexon (ANNX) stake by 11% in Q1 2026, selling an estimated $22.2K and leaving 31,000 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Lido Advisors first reported a position in ANNX in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Lido Advisors held 31,000 shares of Annexon worth $172K as of Q1 2026.
  • Lido Advisors sold 3,952 Annexon shares in Q1 2026, an estimated $22.2K.
  • Annexon made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1802 holding.
  • Lido Advisors first reported a position in Annexon in Q1 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.