VAG
ANNX icon

VisionPoint Advisory Group’s Annexon ANNX Stock Holding History

VisionPoint Advisory 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
2026
Q2 		$85.7K Buy
15,011
+11
+0.1% +$61 0.01% 468
2026
Q1 		$83.1K Hold
15,000
– – 0.02% 435
2025
Q4 		$75.3K Hold
15,000
– – 0.01% 389
2025
Q3 		$45.8K Buy
+15,000
New +$37.2K 0.01% 393

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
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

VisionPoint Advisory Group's ANNX Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Annexon (ANNX) stake by 0.07% in Q2 2026, buying an estimated $61 and bringing the position to 15,011 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #468.

VisionPoint Advisory Group first reported a position in ANNX in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • VisionPoint Advisory Group held 15,011 shares of Annexon worth $85.7K as of Q2 2026.
  • VisionPoint Advisory Group bought 11 Annexon shares in Q2 2026, an estimated $61.
  • Annexon made up 0.01% of VisionPoint Advisory Group's portfolio in Q2 2026, its #468 holding.
  • VisionPoint Advisory Group first reported a position in Annexon in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.