AWM
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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
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

Other funds holding EXEL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Activest Wealth Management's EXEL Position: Q2 2026 in Review

Activest Wealth Management reduced its Exelixis (EXEL) stake by 17% in Q2 2026, selling an estimated $4.58K and leaving 471 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #391.

Activest Wealth Management first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.3K in Q4 2025. 123 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Activest Wealth Management held 471 shares of Exelixis worth $25.6K as of Q2 2026.
  • Activest Wealth Management sold 94 Exelixis shares in Q2 2026, an estimated $4.58K.
  • Exelixis made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Activest Wealth Management first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Exelixis position peaked at $32.3K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.