Northwest Wealth Management’s Exelixis EXEL Stock Holding History

Northwest 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	$266K	Sell	4,890 -88	-2%	-$4.29K	0.04%	214
2026 Q1	$214K	Sell	4,978 -793	-14%	-$34.1K	0.03%	234
2025 Q4	$253K	Buy	+5,771	New	+$239K	0.04%	204
2025 Q3	–	Sell	-5,005	Closed	-$221K	–	225
2025 Q2	$221K	Buy	+5,005	New	+$200K	0.04%	187

Other funds holding EXEL

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

SAM

Sawgrass Asset Management Ponte Vedra Beach, Florida $757M AUM 36.02% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Northwest Wealth Management reduced its Exelixis (EXEL) stake by 1.8% in Q2 2026, selling an estimated $4.29K and leaving 4,890 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #214.

Northwest Wealth Management first reported a position in EXEL in Q2 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Northwest Wealth Management held 4,890 shares of Exelixis worth $266K as of Q2 2026.
Northwest Wealth Management sold 88 Exelixis shares in Q2 2026, an estimated $4.29K.
Exelixis made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #214 holding.
Northwest Wealth Management first reported a position in Exelixis in Q2 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

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