DiNuzzo Private Wealth
EXEL icon

DiNuzzo Private Wealth’s Exelixis EXEL Stock Holding History

DiNuzzo Private Wealth’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 		$3.04K Hold
52
– – ﹤0.01% 530
2026
Q2 		$2.83K Hold
52
– – ﹤0.01% 561
2026
Q1 		$2.23K Hold
52
– – ﹤0.01% 600
2025
Q4 		$2.28K Sell
52
-5
-9% -$207 ﹤0.01% 597
2025
Q3 		$2.13K Sell
57
-2
-3% -$80 ﹤0.01% 612
2025
Q2 		$2.6K Buy
59
+8
+16% +$320 ﹤0.01% 533
2025
Q1 		$1.88K Buy
51
+7
+16% +$249 ﹤0.01% 619
2024
Q4 		$1.47K Hold
44
– – ﹤0.01% 714
2024
Q3 		$1.14K Hold
44
– – ﹤0.01% 809
2024
Q2 		$989 Buy
44
+6
+16% +$133 ﹤0.01% 801
2024
Q1 		$902 Sell
38
-1
-3% -$22 ﹤0.01% 771
2023
Q4 		$936 Buy
+39
New +$848 ﹤0.01% 731

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
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
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

DiNuzzo Private Wealth's EXEL Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Exelixis (EXEL) position steady in Q3 2026 at 52 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

DiNuzzo Private Wealth first reported a position in EXEL in Q4 2023 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • DiNuzzo Private Wealth held 52 shares of Exelixis worth $3.04K as of Q3 2026.
  • DiNuzzo Private Wealth left its Exelixis share count unchanged in Q3 2026.
  • Exelixis made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #530 holding.
  • DiNuzzo Private Wealth first reported a position in Exelixis in Q4 2023 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.