Activest Wealth Management
EXEL icon

Activest Wealth Management’s Exelixis EXEL Stock Holding History

Activest Wealth Management’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 		$27.5K Hold
471
– – 0.01% 370
2026
Q2 		$25.6K Sell
471
-94
-17% -$4.58K 0.01% 391
2026
Q1 		$24.2K Sell
565
-171
-23% -$7.35K ﹤0.01% 475
2025
Q4 		$32.3K Buy
+736
New +$30.4K 0.01% 399

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Dimensional Fund Advisors
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AssetMark Inc
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Activest Wealth Management's EXEL Position: Q3 2026 in Review

Activest Wealth Management held its Exelixis (EXEL) position steady in Q3 2026 at 471 shares worth $27.5K. The position accounts for 0.01% of the portfolio, ranked #370.

Activest Wealth Management first reported a position in EXEL in Q4 2025 and has held it in 4 quarters since. The position peaked at $32.3K in Q4 2025. 381 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Activest Wealth Management held 471 shares of Exelixis worth $27.5K as of Q3 2026.
  • Activest Wealth Management left its Exelixis share count unchanged in Q3 2026.
  • Exelixis made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #370 holding.
  • Activest Wealth Management first reported a position in Exelixis in Q4 2025 and has held it in 4 quarters since.
  • Activest Wealth Management's Exelixis position peaked at $32.3K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.