Wellington Management Group
ANNX icon

Wellington Management Group’s Annexon ANNX Stock Holding History

Wellington Management 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
Q1 		$2.89M Buy
521,379
+123,302
+31% +$694K ﹤0.01% 1493
2025
Q4 		$2M Buy
+398,077
New +$1.52M ﹤0.01% 1604
2025
Q2 		– Sell
-356,480
Closed -$688K – 1942
2025
Q1 		$688K Buy
356,480
+88,314
+33% +$294K ﹤0.01% 1776
2024
Q4 		$1.38M Buy
268,166
+4,806
+2% +$29.6K ﹤0.01% 1657
2024
Q3 		$1.56M Buy
263,360
+69,941
+36% +$415K ﹤0.01% 1614
2024
Q2 		$948K Buy
193,419
+23,849
+14% +$123K ﹤0.01% 1687
2024
Q1 		$1.22M Buy
+169,570
New +$880K ﹤0.01% 1635

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

Wellington Management Group's ANNX Position: Q1 2026 in Review

Wellington Management Group increased its Annexon (ANNX) stake by 31% in Q1 2026, buying an estimated $694K and bringing the position to 521,379 shares worth $2.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Wellington Management Group first reported a position in ANNX in Q1 2024 and has held it in 7 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • Wellington Management Group held 521,379 shares of Annexon worth $2.89M as of Q1 2026.
  • Wellington Management Group bought 123,302 Annexon shares in Q1 2026, an estimated $694K.
  • Annexon made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1493 holding.
  • Wellington Management Group first reported a position in Annexon in Q1 2024 and has held it in 7 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.