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
Q2 		$2.32M Sell
406,795
-114,584
-22% -$633K ﹤0.01% 1597
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

Wellington Management Group's ANNX Position: Q2 2026 in Review

Wellington Management Group reduced its Annexon (ANNX) stake by 22% in Q2 2026, selling an estimated $633K and leaving 406,795 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Wellington Management Group first reported a position in ANNX in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q1 2026. 217 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

  • Wellington Management Group held 406,795 shares of Annexon worth $2.32M as of Q2 2026.
  • Wellington Management Group sold 114,584 Annexon shares in Q2 2026, an estimated $633K.
  • Annexon made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1597 holding.
  • Wellington Management Group first reported a position in Annexon in Q1 2024 and has held it in 8 quarters since.
  • Wellington Management Group's Annexon position peaked at $2.89M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.