Rothschild Investment LLC’s Annexon ANNX Stock Holding History

Rothschild Investment LLC’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	$1.42K	Sell	249 -188	-43%	-$1.04K	﹤0.01%	2898
2026 Q1	$2.42K	Buy	437 +201	+85%	+$1.13K	﹤0.01%	2465
2025 Q4	$1.19K	Buy	236 +71	+43%	+$271	﹤0.01%	2609
2025 Q3	$503	Hold	165	–	–	﹤0.01%	2825
2025 Q2	$396	Sell	165 -255	-61%	-$511	﹤0.01%	2807
2025 Q1	$811	Buy	420 +345	+460%	+$1.15K	﹤0.01%	2450
2024 Q4	$385	Sell	75 -90	-55%	-$554	﹤0.01%	2630
2024 Q3	$977	Buy	165 +140	+560%	+$830	﹤0.01%	2184
2024 Q2	$123	Buy	+25	New	+$129	﹤0.01%	2663

Other funds holding ANNX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

YIH

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HWAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Rothschild Investment LLC's ANNX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Annexon (ANNX) stake by 43% in Q2 2026, selling an estimated $1.04K and leaving 249 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2898.

Rothschild Investment LLC first reported a position in ANNX in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.42K in Q1 2026. 61 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

Rothschild Investment LLC held 249 shares of Annexon worth $1.42K as of Q2 2026.
Rothschild Investment LLC sold 188 Annexon shares in Q2 2026, an estimated $1.04K.
Annexon made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2898 holding.
Rothschild Investment LLC first reported a position in Annexon in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Annexon position peaked at $2.42K in Q1 2026.
61 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.