Monument Capital Management’s Exelixis EXEL Stock Holding History

Monument Capital 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	$4.41M	Sell	80,989 -1,868	-2%	-$90.9K	0.89%	37
2026 Q1	$3.55M	Sell	82,857 -770	-0.9%	-$33.1K	0.89%	43
2025 Q4	$3.67M	Sell	83,627 -1,369	-2%	-$56.6K	0.91%	39
2025 Q3	$3.51M	Sell	84,996 -1,526	-2%	-$61.3K	0.88%	42
2025 Q2	$3.81M	Buy	86,522 +3,989	+5%	+$159K	0.99%	33
2025 Q1	$3.05M	Buy	+82,533	New	+$2.94M	0.94%	43

Other funds holding EXEL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Monument Capital Management's EXEL Position: Q2 2026 in Review

Monument Capital Management reduced its Exelixis (EXEL) stake by 2.3% in Q2 2026, selling an estimated $90.9K and leaving 80,989 shares worth $4.41M. The position accounts for 0.89% of the portfolio, ranked #37.

Monument Capital Management first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. 125 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Monument Capital Management held 80,989 shares of Exelixis worth $4.41M as of Q2 2026.
Monument Capital Management sold 1,868 Exelixis shares in Q2 2026, an estimated $90.9K.
Exelixis made up 0.89% of Monument Capital Management's portfolio in Q2 2026, its #37 holding.
Monument Capital Management first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
125 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.