CX Institutional
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CX Institutional’s Exelixis EXEL Stock Holding History

CX Institutional’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 		$125K Sell
2,145
-89,071
-98% -$4.97M ﹤0.01% 833
2026
Q2 		$4.96M Sell
91,216
-4,571
-5% -$223K 0.14% 154
2026
Q1 		$4.11M Buy
+95,787
New +$4.12M 0.13% 178
2019
Q3 		– Sell
-103
Closed -$2K – 840
2019
Q2 		$2K Buy
+103
New +$2.16K ﹤0.01% 750

Other funds holding EXEL

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

CX Institutional's EXEL Position: Q3 2026 in Review

CX Institutional reduced its Exelixis (EXEL) stake by 98% in Q3 2026, selling an estimated $4.97M and leaving 2,145 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

CX Institutional first reported a position in EXEL in Q2 2019 and has held it in 4 quarters since. The position peaked at $4.96M in Q2 2026. 100 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • CX Institutional held 2,145 shares of Exelixis worth $125K as of Q3 2026.
  • CX Institutional sold 89,071 Exelixis shares in Q3 2026, an estimated $4.97M.
  • Exelixis made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #833 holding.
  • CX Institutional first reported a position in Exelixis in Q2 2019 and has held it in 4 quarters since.
  • CX Institutional's Exelixis position peaked at $4.96M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.