Cornerstone Planning Group
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Cornerstone Planning Group’s Exelixis EXEL Stock Holding History

Cornerstone Planning Group’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 		– Sell
-7
Closed -$385 – 658
2026
Q2 		$385 Hold
7
– – ﹤0.01% 1756
2026
Q1 		$311 Buy
7
+5
+250% +$215 ﹤0.01% 1736
2025
Q4 		$85 Sell
2
-10
-83% -$414 ﹤0.01% 1666
2025
Q3 		$467 Sell
12
-5
-29% -$201 ﹤0.01% 1494
2025
Q2 		$637 Buy
17
+6
+55% +$240 ﹤0.01% 1233
2025
Q1 		$405 Buy
+11
New +$392 ﹤0.01% 1353

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MAM
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Assenagon Asset Management
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Davidson Capital Management
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MinichMacGregor Wealth Management
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Tema ETFs
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Cornerstone Planning Group's EXEL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Exelixis (EXEL) in Q3 2026, closing a stake of 7 shares — an estimated $385 sold.

Cornerstone Planning Group first reported a position in EXEL in Q1 2025 and held it in 6 quarters. The position peaked at $637 in Q2 2025. 128 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Exelixis position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 Exelixis shares in Q3 2026, an estimated $385.
  • Cornerstone Planning Group first reported a position in Exelixis in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Exelixis position peaked at $637 in Q2 2025.
  • 128 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.