Y-Intercept (HK)’s Annexon ANNX Stock Holding History

Y-Intercept (HK)’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	$4.19M	Sell	734,585 -585,328	-44%	-$3.24M	0.08%	339
2026 Q1	$7.31M	Buy	+1,319,913	New	+$7.43M	0.14%	194
2025 Q2	–	Sell	-65,918	Closed	-$127K	–	1617
2025 Q1	$127K	Buy	+65,918	New	+$219K	0.01%	1099

Other funds holding ANNX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 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

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

Y-Intercept (HK)'s ANNX Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Annexon (ANNX) stake by 44% in Q2 2026, selling an estimated $3.24M and leaving 734,585 shares worth $4.19M. The position accounts for 0.08% of the portfolio, ranked #339.

Y-Intercept (HK) first reported a position in ANNX in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.31M in Q1 2026. 9 funds tracked by Wall St. Rank hold ANNX as of Q2 2026.

Y-Intercept (HK) held 734,585 shares of Annexon worth $4.19M as of Q2 2026.
Y-Intercept (HK) sold 585,328 Annexon shares in Q2 2026, an estimated $3.24M.
Annexon made up 0.08% of Y-Intercept (HK)'s portfolio in Q2 2026, its #339 holding.
Y-Intercept (HK) first reported a position in Annexon in Q1 2025 and has held it in 3 quarters since.
Y-Intercept (HK)'s Annexon position peaked at $7.31M in Q1 2026.
9 funds tracked by Wall St. Rank held Annexon as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.