Mindset Wealth Management
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Mindset Wealth Management’s Exelixis EXEL Stock Holding History

Mindset Wealth Management’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 		– Sell
-6,179
Closed -$336K – 203
2026
Q2 		$336K Buy
6,179
+519
+9% +$25.3K 0.06% 127
2026
Q1 		$243K Sell
5,660
-335
-6% -$14.4K 0.07% 150
2025
Q4 		$263K Buy
+5,995
New +$248K 0.07% 150
2025
Q2 		– Sell
-5,593
Closed -$206K – 155
2025
Q1 		$206K Buy
+5,593
New +$199K 0.08% 136

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EULAV Asset Management
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Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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 19.95% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Mindset Wealth Management's EXEL Position: Q3 2026 in Review

Mindset Wealth Management sold out of Exelixis (EXEL) in Q3 2026, closing a stake of 6,179 shares — an estimated $336K sold.

Mindset Wealth Management first reported a position in EXEL in Q1 2025 and held it in 4 quarters. The position peaked at $336K in Q2 2026. 162 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Mindset Wealth Management reported no remaining Exelixis position as of Q3 2026 after selling out during the quarter.
  • Mindset Wealth Management sold 6,179 Exelixis shares in Q3 2026, an estimated $336K.
  • Mindset Wealth Management first reported a position in Exelixis in Q1 2025 and held it in 4 quarters.
  • Mindset Wealth Management's Exelixis position peaked at $336K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.