Morgan Stanley
ANNX icon

Morgan Stanley’s Annexon ANNX Stock Holding History

Morgan Stanley’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 		$15.2M Sell
2,735,970
-120,173
-4% -$676K ﹤0.01% 3206
2025
Q4 		$14.3M Sell
2,856,143
-173,705
-6% -$664K ﹤0.01% 3256
2025
Q3 		$9.24M Buy
3,029,848
+2,197,308
+264% +$5.46M ﹤0.01% 3612
2025
Q2 		$2M Buy
832,540
+131,184
+19% +$263K ﹤0.01% 4703
2025
Q1 		$1.35M Buy
701,356
+56,679
+9% +$189K ﹤0.01% 4845
2024
Q4 		$3.31M Sell
644,677
-590,808
-48% -$3.64M ﹤0.01% 4320
2024
Q3 		$7.31M Buy
1,235,485
+227,071
+23% +$1.35M ﹤0.01% 3664
2024
Q2 		$4.94M Buy
1,008,414
+108,901
+12% +$563K ﹤0.01% 3884
2024
Q1 		$6.45M Buy
899,513
+515,393
+134% +$2.68M ﹤0.01% 3704
2023
Q4 		$1.74M Buy
384,120
+235,028
+158% +$582K ﹤0.01% 4995
2023
Q3 		$352K Buy
149,092
+41,755
+39% +$126K ﹤0.01% 5322
2023
Q2 		$378K Sell
107,337
-30,767
-22% -$135K ﹤0.01% 5357
2023
Q1 		$532K Buy
138,104
+53,133
+63% +$292K ﹤0.01% 5218
2022
Q4 		$439K Buy
84,971
+30,026
+55% +$165K ﹤0.01% 5308
2022
Q3 		$340K Sell
54,945
-57,210
-51% -$309K ﹤0.01% 5462
2022
Q2 		$422K Sell
112,155
-156,167
-58% -$477K ﹤0.01% 5499
2022
Q1 		$732K Sell
268,322
-31,975
-11% -$197K ﹤0.01% 5179
2021
Q4 		$3.45M Buy
300,297
+247,677
+471% +$4M ﹤0.01% 4114
2021
Q3 		$979K Sell
52,620
-44,034
-46% -$893K ﹤0.01% 5053
2021
Q2 		$2.17M Buy
96,654
+61,709
+177% +$1.37M ﹤0.01% 4565
2021
Q1 		$973K Sell
34,945
-6,775
-16% -$186K ﹤0.01% 4746
2020
Q4 		$1.04M Buy
41,720
+39,227
+1,573% +$1.01M ﹤0.01% 4641
2020
Q3 		$75K Buy
+2,493
New +$58.5K ﹤0.01% 5552

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

Morgan Stanley's ANNX Position: Q1 2026 in Review

Morgan Stanley reduced its Annexon (ANNX) stake by 4.2% in Q1 2026, selling an estimated $676K and leaving 2,735,970 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Morgan Stanley first reported a position in ANNX in Q3 2020 and has held it in 23 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Morgan Stanley held 2,735,970 shares of Annexon worth $15.2M as of Q1 2026.
  • Morgan Stanley sold 120,173 Annexon shares in Q1 2026, an estimated $676K.
  • Annexon made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3206 holding.
  • Morgan Stanley first reported a position in Annexon in Q3 2020 and has held it in 23 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.