Physician Wealth Advisors’s Annexon ANNX Stock Holding History

Physician Wealth Advisors’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	$1.54K	Hold	269	–	–	﹤0.01%	1621
2026 Q1	$1.49K	Hold	269	–	–	﹤0.01%	1478
2025 Q4	$1.35K	Hold	269	–	–	﹤0.01%	1466
2025 Q3	$821	Buy	+269	New	+$668	﹤0.01%	1678
2025 Q1	–	Sell	-133	Closed	-$683	–	1442
2024 Q4	$683	Buy	+133	New	+$818	﹤0.01%	1045

Other funds holding ANNX

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's ANNX Position: Q2 2026 in Review

Physician Wealth Advisors held its Annexon (ANNX) position steady in Q2 2026 at 269 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1621.

Physician Wealth Advisors first reported a position in ANNX in Q4 2024 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

Physician Wealth Advisors held 269 shares of Annexon worth $1.54K as of Q2 2026.
Physician Wealth Advisors left its Annexon share count unchanged in Q2 2026.
Annexon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1621 holding.
Physician Wealth Advisors first reported a position in Annexon in Q4 2024 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.