LPL Financial
ANNX icon

LPL Financial’s Annexon ANNX Stock Holding History

LPL Financial’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 		$90.3K Buy
15,809
+2,595
+20% +$14.3K ﹤0.01% 5934
2026
Q1 		$73.2K Buy
+13,214
New +$74.4K ﹤0.01% 5728
2025
Q2 		– Sell
-12,926
Closed -$24.9K – 5560
2025
Q1 		$24.9K Buy
+12,926
New +$43K ﹤0.01% 5234
2024
Q3 		– Sell
-22,997
Closed -$113K – 5167
2024
Q2 		$113K Buy
+22,997
New +$119K ﹤0.01% 4717

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

LPL Financial's ANNX Position: Q2 2026 in Review

LPL Financial increased its Annexon (ANNX) stake by 20% in Q2 2026, buying an estimated $14.3K and bringing the position to 15,809 shares worth $90.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5934.

LPL Financial first reported a position in ANNX in Q2 2024 and has held it in 4 quarters since. The position peaked at $113K in Q2 2024. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • LPL Financial held 15,809 shares of Annexon worth $90.3K as of Q2 2026.
  • LPL Financial bought 2,595 Annexon shares in Q2 2026, an estimated $14.3K.
  • Annexon made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5934 holding.
  • LPL Financial first reported a position in Annexon in Q2 2024 and has held it in 4 quarters since.
  • LPL Financial's Annexon position peaked at $113K in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.