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Annexon shares owned by UMA Financial Services

Quarter-by-quarter ownership of Annexon (ANNX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Annexon

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All positions including Annexon held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Annexon by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $820 269 3.05
2024-12-31 $682 133 5.14

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Annexon

FMR
BlackRock
BVF
Redmile Group
Vanguard Group
Bain Capital Life Sciences Investors
Bellevue Group
Millennium Management
Woodline Partners
Opaleye Management
Candriam Luxembourg S.C.A.
Geode Capital Management
Goldman Sachs Group
Ameriprise Financial
Polygon Management

View all funds holding Annexon