JWCA
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J.W. Cole Advisors’s Exelixis EXEL Stock Holding History

J.W. Cole Advisors’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 		$323K Buy
5,934
+288
+5% +$14K 0.01% 1237
2026
Q1 		$242K Buy
5,646
+292
+5% +$12.6K 0.01% 696
2025
Q4 		$235K Buy
5,354
+329
+7% +$13.6K 0.01% 1225
2025
Q3 		$208K Sell
5,025
-114
-2% -$4.58K ﹤0.01% 1417
2025
Q2 		$227K Buy
+5,139
New +$205K ﹤0.01% 1300

Other funds holding EXEL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Cole Advisors's EXEL Position: Q2 2026 in Review

J.W. Cole Advisors increased its Exelixis (EXEL) stake by 5.1% in Q2 2026, buying an estimated $14K and bringing the position to 5,934 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1237.

J.W. Cole Advisors first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. 125 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • J.W. Cole Advisors held 5,934 shares of Exelixis worth $323K as of Q2 2026.
  • J.W. Cole Advisors bought 288 Exelixis shares in Q2 2026, an estimated $14K.
  • Exelixis made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1237 holding.
  • J.W. Cole Advisors first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • 125 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.