Mount Vernon Associates
ANNX icon

Mount Vernon Associates’s Annexon ANNX Stock Holding History

Mount Vernon Associates’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
Q3 		$44K Hold
10,500
– – 0.03% 56
2026
Q2 		$60K Hold
10,500
– – 0.04% 60
2026
Q1 		$58K Hold
10,500
– – 0.04% 58
2025
Q4 		$53K Buy
+10,500
New +$40.1K 0.04% 58

Other funds holding ANNX

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Mount Vernon Associates's ANNX Position: Q3 2026 in Review

Mount Vernon Associates held its Annexon (ANNX) position steady in Q3 2026 at 10,500 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #56.

Mount Vernon Associates first reported a position in ANNX in Q4 2025 and has held it in 4 quarters since. The position peaked at $60K in Q2 2026. 33 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Mount Vernon Associates held 10,500 shares of Annexon worth $44K as of Q3 2026.
  • Mount Vernon Associates left its Annexon share count unchanged in Q3 2026.
  • Annexon made up 0.03% of Mount Vernon Associates's portfolio in Q3 2026, its #56 holding.
  • Mount Vernon Associates first reported a position in Annexon in Q4 2025 and has held it in 4 quarters since.
  • Mount Vernon Associates's Annexon position peaked at $60K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.