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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's EXEL Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Exelixis (EXEL) stake by 18% in Q1 2026, selling an estimated $50.5K and leaving 5,195 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #489.

Pinnacle Wealth Management Advisory Group first reported a position in EXEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $279K in Q4 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,195 shares of Exelixis worth $223K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,174 Exelixis shares in Q1 2026, an estimated $50.5K.
  • Exelixis made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #489 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Exelixis in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Exelixis position peaked at $279K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.