Wealth Enhancement Advisory Services
ANNX icon

Wealth Enhancement Advisory Services’s Annexon ANNX Stock Holding History

Wealth Enhancement Advisory Services’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 		$46.6K Sell
11,653
-8,600
-42% -$43.2K ﹤0.01% 4049
2026
Q2 		$117K Sell
20,253
-1,679
-8% -$9.28K ﹤0.01% 3763
2026
Q1 		$121K Buy
21,932
+2,379
+12% +$13.4K ﹤0.01% 3278
2025
Q4 		$100K Buy
19,553
+2,348
+14% +$8.98K ﹤0.01% 3431
2025
Q3 		$52.8K Buy
+17,205
New +$42.7K ﹤0.01% 3422

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
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's ANNX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Annexon (ANNX) stake by 42% in Q3 2026, selling an estimated $43.2K and leaving 11,653 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4049.

Wealth Enhancement Advisory Services first reported a position in ANNX in Q3 2025 and has held it in 5 quarters since. The position peaked at $121K in Q1 2026. 25 funds tracked by Wall St. Rank hold ANNX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,653 shares of Annexon worth $46.6K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 8,600 Annexon shares in Q3 2026, an estimated $43.2K.
  • Annexon made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4049 holding.
  • Wealth Enhancement Advisory Services first reported a position in Annexon in Q3 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Annexon position peaked at $121K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Annexon as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.