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Pinnacle Wealth Management Advisory Group’s Exelixis EXEL Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$261K Sell
4,801
-394
-8% -$19.2K 0.02% 460
2026
Q1 		$223K Sell
5,195
-1,174
-18% -$50.5K 0.02% 489
2025
Q4 		$279K Buy
+6,369
New +$263K 0.02% 430

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's EXEL Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Exelixis (EXEL) stake by 7.6% in Q2 2026, selling an estimated $19.2K and leaving 4,801 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #460.

Pinnacle Wealth Management Advisory Group first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,801 shares of Exelixis worth $261K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 394 Exelixis shares in Q2 2026, an estimated $19.2K.
  • Exelixis made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #460 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Exelixis position peaked at $279K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.