Massachusetts Financial Services
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Massachusetts Financial Services’s Annexon ANNX Stock Holding History

Massachusetts Financial Services’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 		$5M Sell
903,368
-71
-0% -$400 ﹤0.01% 756
2025
Q4 		$4.54M Sell
903,439
-76,846
-8% -$294K ﹤0.01% 746
2025
Q3 		$2.99M Sell
980,285
-7,228
-0.7% -$17.9K ﹤0.01% 735
2025
Q2 		$2.37M Sell
987,513
-32,904
-3% -$66K ﹤0.01% 752
2025
Q1 		$1.97M Buy
1,020,417
+3,851
+0.4% +$12.8K ﹤0.01% 760
2024
Q4 		$5.21M Sell
1,016,566
-144,320
-12% -$888K ﹤0.01% 689
2024
Q3 		$6.87M Buy
1,160,886
+96,085
+9% +$570K ﹤0.01% 658
2024
Q2 		$5.22M Buy
1,064,801
+290,887
+38% +$1.5M ﹤0.01% 683
2024
Q1 		$5.55M Sell
773,914
-4,054
-0.5% -$21K ﹤0.01% 662
2023
Q4 		$3.53M Buy
777,968
+769
+0.1% +$1.9K ﹤0.01% 684
2023
Q3 		$1.83M Buy
777,199
+1,345
+0.2% +$4.07K ﹤0.01% 729
2023
Q2 		$2.73M Sell
775,854
-8,176
-1% -$35.7K ﹤0.01% 679
2023
Q1 		$3.02M Sell
784,030
-665
-0.1% -$3.66K ﹤0.01% 683
2022
Q4 		$4.06M Buy
784,695
+2,563
+0.3% +$14.1K ﹤0.01% 668
2022
Q3 		$4.83M Buy
782,132
+52,390
+7% +$283K ﹤0.01% 656
2022
Q2 		$2.75M Sell
729,742
-5,562
-0.8% -$17K ﹤0.01% 689
2022
Q1 		$2.01M Buy
735,304
+20,523
+3% +$126K ﹤0.01% 753
2021
Q4 		$8.21M Sell
714,781
-5,354
-0.7% -$86.5K ﹤0.01% 676
2021
Q3 		$13.4M Sell
720,135
-9,578
-1% -$194K ﹤0.01% 651
2021
Q2 		$16.4M Sell
729,713
-2,106
-0.3% -$46.7K ﹤0.01% 637
2021
Q1 		$20.4M Sell
731,819
-141,259
-16% -$3.88M 0.01% 602
2020
Q4 		$21.9M Buy
873,078
+16,038
+2% +$413K 0.01% 583
2020
Q3 		$25.9M Buy
+857,040
New +$20.1M 0.01% 535

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

Massachusetts Financial Services's ANNX Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Annexon (ANNX) stake by 0.01% in Q1 2026, selling an estimated $400 and leaving 903,368 shares worth $5M. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Massachusetts Financial Services first reported a position in ANNX in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.9M in Q3 2020. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Massachusetts Financial Services held 903,368 shares of Annexon worth $5M as of Q1 2026.
  • Massachusetts Financial Services sold 71 Annexon shares in Q1 2026, an estimated $400.
  • Annexon made up ﹤0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #756 holding.
  • Massachusetts Financial Services first reported a position in Annexon in Q3 2020 and has held it in 23 quarters since.
  • Massachusetts Financial Services's Annexon position peaked at $25.9M in Q3 2020.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.