Hennion & Walsh Asset Management, Inc. ANNX ANNEXON INC

Ownership history in Hennion & Walsh Asset Management, Inc.  ·  9 quarters on record

AI Ownership Summary

Hennion & Walsh Asset Management, Inc. reported ANNEXON INC (ANNX) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.1% in 2024 Q4. The latest visible filing shows ANNX at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ANNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hennion & Walsh Asset Management, Inc.'s position in ANNEXON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ANNX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hennion & Walsh Asset Management, Inc. held ANNX — position size vs. price
% of Fund (quarterly)    ANNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 507,050 -2,639 -0.5% 0.08% $2.9M 2026-07-08 $5.96
2026 Q1 REDUCED 509,689 -25,297 -4.7% 0.10% $2.8M 2026-05-13 $5.45
2025 Q4 ADDED 534,986 +59,057 +12.4% 0.09% $2.7M 2026-01-14 $6.68
2025 Q3 REDUCED 475,929 -8,704 -1.8% 0.05% $1.5M 2025-10-22 $3.00
2025 Q2 ADDED 484,633 +7,066 +1.5% 0.05% $1.2M 2025-08-07 $2.37
2025 Q1 ADDED 477,567 +47,983 +11.2% 0.04% $922K 2025-04-10 $1.38
2024 Q4 ADDED 429,584 +170,180 +65.6% 0.10% $2.2M 2025-01-15 $4.24
2024 Q3 ADDED 259,404 +66,792 +34.7% 0.07% $1.5M 2024-10-22 $7.57
2024 Q2 INITIATED 192,612 0.05% $944K 2024-07-19 $5.63

FAQ About Hennion & Walsh Asset Management, Inc. and ANNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hennion & Walsh Asset Management, Inc. reported owning ANNX?

Hennion & Walsh Asset Management, Inc. reported ANNX across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported ANNX position in Hennion & Walsh Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for ANNX was 0.10% in 2024 Q4.

What is the latest reported ANNX position on this page?

The most recent filing on this page is 2026 Q2, when Hennion & Walsh Asset Management, Inc. reported 507,050 shares, equal to 0.08% of portfolio, with an estimated market value of $2.9M.

What does the chart on this ANNX ownership page compare?

The chart compares Hennion & Walsh Asset Management, Inc.'s quarterly ANNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hennion & Walsh Asset Management, Inc. time their ANNX position?

Based on 13F filing dates vs. subsequent ANNX price moves, Hennion & Walsh Asset Management, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on ANNX relative to SPY over the holding period was -12.9%.

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