Abound Wealth Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-259
Closed -$11.4K – 1536
2025
Q4
$11.4K Buy
+259
New +$10.7K ﹤0.01% 482
2024
Q1
– Sell
-40
Closed -$960 – 1330
2023
Q4
$960 Buy
+40
New +$870 ﹤0.01% 786

Other funds holding EXEL

Abound Wealth Management's EXEL Position: Q1 2026 in Review

Abound Wealth Management sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 259 shares — an estimated $11.4K sold.

Abound Wealth Management first reported a position in EXEL in Q4 2023 and held it in 2 quarters. The position peaked at $11.4K in Q4 2025. 701 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Abound Wealth Management reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 259 Exelixis shares in Q1 2026, an estimated $11.4K.
  • Abound Wealth Management first reported a position in Exelixis in Q4 2023 and held it in 2 quarters.
  • Abound Wealth Management's Exelixis position peaked at $11.4K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.