Osaic Holdings
ANNX icon

Osaic Holdings’s Annexon ANNX Stock Holding History

Osaic Holdings’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 		$843K Buy
147,624
+146,355
+11,533% +$809K ﹤0.01% 3174
2026
Q1 		$7.03K Sell
1,269
-146,106
-99% -$822K ﹤0.01% 6499
2025
Q4 		$740K Hold
147,375
– – ﹤0.01% 2986
2025
Q3 		$459K Buy
147,375
+67,000
+83% +$166K ﹤0.01% 3500
2025
Q2 		$193K Buy
+80,375
New +$161K ﹤0.01% 3978
2025
Q1 		– Sell
-80,475
Closed -$413K – 7437
2024
Q4 		$413K Buy
80,475
+17,850
+29% +$110K ﹤0.01% 2964
2024
Q3 		$371K Hold
62,625
– – ﹤0.01% 3144
2024
Q2 		$307K Buy
62,625
+61,834
+7,817% +$320K ﹤0.01% 3196
2024
Q1 		$5.67K Hold
791
– – ﹤0.01% 6025
2023
Q4 		$3.59K Sell
791
-5,000
-86% -$12.4K ﹤0.01% 6302
2023
Q3 		$13.7K Hold
5,791
– – ﹤0.01% 5755
2023
Q2 		$20.4K Hold
5,791
– – ﹤0.01% 5553
2023
Q1 		$22.3K Hold
5,791
– – ﹤0.01% 5517
2022
Q4 		$30K Hold
5,791
– – ﹤0.01% 5283
2022
Q3 		$35K Buy
5,791
+5,000
+632% +$27K ﹤0.01% 5165
2022
Q2 		$3K Hold
791
– – ﹤0.01% 6692
2022
Q1 		$3K Sell
791
-300
-27% -$1.85K ﹤0.01% 6699
2021
Q4 		$13K Hold
1,091
– – ﹤0.01% 6077
2021
Q3 		$20K Buy
1,091
+850
+353% +$17.2K ﹤0.01% 5760
2021
Q2 		$5K Buy
+241
New +$5.34K ﹤0.01% 6344

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

Osaic Holdings's ANNX Position: Q2 2026 in Review

Osaic Holdings increased its Annexon (ANNX) stake by 11,533% in Q2 2026, buying an estimated $809K and bringing the position to 147,624 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #3174.

Osaic Holdings first reported a position in ANNX in Q2 2021 and has held it in 20 quarters since. 216 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Osaic Holdings held 147,624 shares of Annexon worth $843K as of Q2 2026.
  • Osaic Holdings bought 146,355 Annexon shares in Q2 2026, an estimated $809K.
  • Annexon made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3174 holding.
  • Osaic Holdings first reported a position in Annexon in Q2 2021 and has held it in 20 quarters since.
  • 216 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.