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Private Wealth Management Group’s Annexon ANNX Stock Holding History

Private Wealth Management Group’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
2025
Q2 		– Sell
-654
Closed -$1.26K – 1498
2025
Q1 		$1.26K Hold
654
– – ﹤0.01% 1205
2024
Q4 		$3.36K Hold
654
– – ﹤0.01% 902
2024
Q3 		$3.87K Hold
654
– – ﹤0.01% 827
2024
Q2 		$3.21K Hold
654
– – ﹤0.01% 888
2024
Q1 		$4.69K Hold
654
– – ﹤0.01% 641
2023
Q4 		$2.97K Buy
+654
New +$1.62K ﹤0.01% 811

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
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Private Wealth Management Group's ANNX Position: Q2 2025 in Review

Private Wealth Management Group sold out of Annexon (ANNX) in Q2 2025, closing a stake of 654 shares — an estimated $1.26K sold.

Private Wealth Management Group first reported a position in ANNX in Q4 2023 and held it in 6 quarters. The position peaked at $4.69K in Q1 2024. 129 funds tracked by Wall St. Rank hold ANNX as of Q2 2025.

  • Private Wealth Management Group reported no remaining Annexon position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 654 Annexon shares in Q2 2025, an estimated $1.26K.
  • Private Wealth Management Group first reported a position in Annexon in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's Annexon position peaked at $4.69K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held Annexon as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.