Perigon Wealth Management
EXEL icon

Perigon Wealth Management’s Exelixis EXEL Stock Holding History

Perigon 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 		$363K Buy
6,213
+856
+16% +$47.7K 0.01% 1052
2026
Q2 		$291K Sell
5,357
-694
-11% -$33.8K ﹤0.01% 1138
2026
Q1 		$260K Sell
6,051
-5,741
-49% -$247K ﹤0.01% 1074
2025
Q4 		$517K Buy
11,792
+5,694
+93% +$236K 0.01% 782
2025
Q3 		$252K Buy
+6,098
New +$245K 0.01% 1051
2021
Q1 		– Sell
-1,939
Closed -$39K – 667
2020
Q4 		$39K Buy
+1,939
New +$40.6K ﹤0.01% 819
2018
Q2 		– Sell
-2,276
Closed -$50K – 359
2018
Q1 		$50K Hold
2,276
– – 0.02% 307
2017
Q4 		$69K Hold
2,276
– – 0.03% 251
2017
Q3 		$55K Buy
+2,276
New +$60.6K 0.02% 322
2017
Q2 		– Sell
-10
Closed – – 593
2017
Q1 		$0 Buy
+10
New +$203 ﹤0.01% 643

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Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Perigon Wealth Management increased its Exelixis (EXEL) stake by 16% in Q3 2026, buying an estimated $47.7K and bringing the position to 6,213 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #1052.

Perigon Wealth Management first reported a position in EXEL in Q1 2017 and has held it in 10 quarters since. The position peaked at $517K in Q4 2025. 151 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Perigon Wealth Management held 6,213 shares of Exelixis worth $363K as of Q3 2026.
  • Perigon Wealth Management bought 856 Exelixis shares in Q3 2026, an estimated $47.7K.
  • Exelixis made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1052 holding.
  • Perigon Wealth Management first reported a position in Exelixis in Q1 2017 and has held it in 10 quarters since.
  • Perigon Wealth Management's Exelixis position peaked at $517K in Q4 2025.
  • 151 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.