VisionPoint Advisory Group
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
Q3 		$63.4K Sell
15,000
-11
-0.1% -$55 0.01% 457
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

VisionPoint Advisory Group's ANNX Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Annexon (ANNX) stake by 0.07% in Q3 2026, selling an estimated $55 and leaving 15,000 shares worth $63.4K. The position accounts for 0.01% of the portfolio, ranked #457.

VisionPoint Advisory Group first reported a position in ANNX in Q3 2025 and has held it in 5 quarters since. The position peaked at $85.7K in Q2 2026. 14 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • VisionPoint Advisory Group held 15,000 shares of Annexon worth $63.4K as of Q3 2026.
  • VisionPoint Advisory Group sold 11 Annexon shares in Q3 2026, an estimated $55.
  • Annexon made up 0.01% of VisionPoint Advisory Group's portfolio in Q3 2026, its #457 holding.
  • VisionPoint Advisory Group first reported a position in Annexon in Q3 2025 and has held it in 5 quarters since.
  • VisionPoint Advisory Group's Annexon position peaked at $85.7K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.