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
Q2 		$176K Sell
30,843
-157
-0.5% -$868 ﹤0.01% 1979
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

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

Lido Advisors's ANNX Position: Q2 2026 in Review

Lido Advisors reduced its Annexon (ANNX) stake by 0.51% in Q2 2026, selling an estimated $868 and leaving 30,843 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Lido Advisors first reported a position in ANNX in Q1 2025 and has held it in 6 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Lido Advisors held 30,843 shares of Annexon worth $176K as of Q2 2026.
  • Lido Advisors sold 157 Annexon shares in Q2 2026, an estimated $868.
  • Annexon made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1979 holding.
  • Lido Advisors first reported a position in Annexon in Q1 2025 and has held it in 6 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.