Physician Wealth Advisors
ANNX icon

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
Q3 		$1.14K Hold
269
– – ﹤0.01% 1876
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Physician Wealth Advisors's ANNX Position: Q3 2026 in Review

Physician Wealth Advisors held its Annexon (ANNX) position steady in Q3 2026 at 269 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Physician Wealth Advisors first reported a position in ANNX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.54K in Q2 2026. 79 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Physician Wealth Advisors held 269 shares of Annexon worth $1.14K as of Q3 2026.
  • Physician Wealth Advisors left its Annexon share count unchanged in Q3 2026.
  • Annexon made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1876 holding.
  • Physician Wealth Advisors first reported a position in Annexon in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Annexon position peaked at $1.54K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.