VIA
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Virtus Investment Advisers’s Annexon ANNX Stock Holding History

Virtus Investment Advisers’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
Q1 		$304K Buy
54,866
+1,339
+3% +$7.54K 0.08% 276
2025
Q4 		$269K Buy
53,527
+11,540
+27% +$44.1K 0.07% 297
2025
Q3 		$128K Buy
41,987
+7,289
+21% +$18.1K 0.04% 399
2025
Q2 		$83.3K Sell
34,698
-1,701
-5% -$3.41K 0.03% 409
2025
Q1 		$70.3K Buy
+36,399
New +$121K 0.02% 455

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Virtus Investment Advisers's ANNX Position: Q1 2026 in Review

Virtus Investment Advisers increased its Annexon (ANNX) stake by 2.5% in Q1 2026, buying an estimated $7.54K and bringing the position to 54,866 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #276.

Virtus Investment Advisers first reported a position in ANNX in Q1 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Virtus Investment Advisers held 54,866 shares of Annexon worth $304K as of Q1 2026.
  • Virtus Investment Advisers bought 1,339 Annexon shares in Q1 2026, an estimated $7.54K.
  • Annexon made up 0.08% of Virtus Investment Advisers's portfolio in Q1 2026, its #276 holding.
  • Virtus Investment Advisers first reported a position in Annexon in Q1 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.