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MOKAN Wealth Management’s Exelixis EXEL Stock Holding History

MOKAN 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
Q2 		– Sell
-13,925
Closed -$597K – 106
2026
Q1 		$597K Buy
13,925
+7,858
+130% +$338K 0.26% 85
2025
Q4 		$266K Buy
6,067
+1,086
+22% +$44.9K 0.12% 91
2025
Q3 		$206K Buy
+4,981
New +$200K 0.1% 97

Other funds holding EXEL

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MOKAN Wealth Management's EXEL Position: Q2 2026 in Review

MOKAN Wealth Management sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 13,925 shares — an estimated $597K sold.

MOKAN Wealth Management first reported a position in EXEL in Q3 2025 and held it in 3 quarters. The position peaked at $597K in Q1 2026. 256 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 13,925 Exelixis shares in Q2 2026, an estimated $597K.
  • MOKAN Wealth Management first reported a position in Exelixis in Q3 2025 and held it in 3 quarters.
  • MOKAN Wealth Management's Exelixis position peaked at $597K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.