Elevation Wealth Partners
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Elevation Wealth Partners’s Exelixis EXEL Stock Holding History

Elevation Wealth Partners’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 		$2.16K Hold
37
– – ﹤0.01% 1229
2026
Q2 		$2.01K Buy
+37
New +$1.8K ﹤0.01% 1202
2026
Q1 		– Sell
-161
Closed -$7.06K – 1098
2025
Q4 		$7.06K Buy
+161
New +$6.66K ﹤0.01% 552

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Livforsakringsbolaget Skandia
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New York State Teachers Retirement System (NYSTRS)
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Elevation Wealth Partners's EXEL Position: Q3 2026 in Review

Elevation Wealth Partners held its Exelixis (EXEL) position steady in Q3 2026 at 37 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Elevation Wealth Partners first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.06K in Q4 2025. 251 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Elevation Wealth Partners held 37 shares of Exelixis worth $2.16K as of Q3 2026.
  • Elevation Wealth Partners left its Exelixis share count unchanged in Q3 2026.
  • Exelixis made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1229 holding.
  • Elevation Wealth Partners first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Exelixis position peaked at $7.06K in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.