STACKSTONE WEALTH, LLC’s Exelixis EXEL Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio EXEL Stock Details EXEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.31M	Buy	+56,643	New	+$3.16M	0.33%	76

Other funds holding EXEL

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

STACKSTONE WEALTH, LLC's EXEL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Exelixis (EXEL) in Q3 2026: 56,643 shares worth $3.31M. The stake represents 0.33% of the portfolio and ranks #76 among its holdings.

100 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

STACKSTONE WEALTH, LLC held 56,643 shares of Exelixis worth $3.31M as of Q3 2026.
Exelixis was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Exelixis made up 0.33% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #76 holding.
100 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.