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True Wealth Design’s Annexon ANNX Stock Holding History

True Wealth Design’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 		$1.62K Sell
283
-39
-12% -$216 ﹤0.01% 1784
2026
Q1 		$1.78K Buy
322
+111
+53% +$625 ﹤0.01% 1599
2025
Q4 		$1.06K Buy
211
+156
+284% +$596 ﹤0.01% 1686
2025
Q3 		$168 Buy
+55
New +$137 ﹤0.01% 2345
2025
Q2 		– Sell
-17
Closed -$33 – 2579
2025
Q1 		$33 Buy
+17
New +$57 ﹤0.01% 2480

Other funds holding ANNX

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's ANNX Position: Q2 2026 in Review

True Wealth Design reduced its Annexon (ANNX) stake by 12% in Q2 2026, selling an estimated $216 and leaving 283 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

True Wealth Design first reported a position in ANNX in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.78K in Q1 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • True Wealth Design held 283 shares of Annexon worth $1.62K as of Q2 2026.
  • True Wealth Design sold 39 Annexon shares in Q2 2026, an estimated $216.
  • Annexon made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1784 holding.
  • True Wealth Design first reported a position in Annexon in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Annexon position peaked at $1.78K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.