Measured Wealth Private Client Group’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$20.3K Sell
373
-411
-52% -$20K ﹤0.01% 485
2026
Q1
$33.6K Sell
784
-4,690
-86% -$202K 0.01% 357
2025
Q4
$240K Sell
5,474
-8,719
-61% -$361K 0.06% 165
2025
Q3
$586K Buy
14,193
+635
+5% +$25.5K 0.16% 89
2025
Q2
$598K Buy
13,558
+2,112
+18% +$84.4K 0.18% 84
2025
Q1
$423K Buy
+11,446
New +$408K 0.14% 107

Other funds holding EXEL

Measured Wealth Private Client Group's EXEL Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Exelixis (EXEL) stake by 52% in Q2 2026, selling an estimated $20K and leaving 373 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Measured Wealth Private Client Group first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $598K in Q2 2025. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Measured Wealth Private Client Group held 373 shares of Exelixis worth $20.3K as of Q2 2026.
  • Measured Wealth Private Client Group sold 411 Exelixis shares in Q2 2026, an estimated $20K.
  • Exelixis made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #485 holding.
  • Measured Wealth Private Client Group first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
  • Measured Wealth Private Client Group's Exelixis position peaked at $598K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.