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Superior Planning, LLC’s Exelixis EXEL Stock Holding History

Superior Planning, 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 		$1.93K Buy
+33
New +$1.84K ﹤0.01% 1572

Other funds holding EXEL

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Superior Planning, LLC's EXEL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Exelixis (EXEL) in Q3 2026: 33 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings.

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

  • Superior Planning, LLC held 33 shares of Exelixis worth $1.93K as of Q3 2026.
  • Exelixis was a new Superior Planning, LLC position in Q3 2026.
  • Exelixis made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1572 holding.
  • 541 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.