Annex Advisory Services
EXEL icon

Annex Advisory Services’s Exelixis EXEL Stock Holding History

Annex Advisory Services’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 		$1.73M Buy
29,572
+3,654
+14% +$204K 0.03% 167
2026
Q2 		$1.41M Buy
+25,918
New +$1.26M 0.02% 178

Other funds holding EXEL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Annex Advisory Services's EXEL Position: Q3 2026 in Review

Annex Advisory Services increased its Exelixis (EXEL) stake by 14% in Q3 2026, buying an estimated $204K and bringing the position to 29,572 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #167.

Annex Advisory Services first reported a position in EXEL in Q2 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Annex Advisory Services held 29,572 shares of Exelixis worth $1.73M as of Q3 2026.
  • Annex Advisory Services bought 3,654 Exelixis shares in Q3 2026, an estimated $204K.
  • Exelixis made up 0.03% of Annex Advisory Services's portfolio in Q3 2026, its #167 holding.
  • Annex Advisory Services first reported a position in Exelixis in Q2 2026 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.