DPW
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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return