PWPS
EXEL icon

Pinnacle Wealth Planning Services’s Exelixis EXEL Stock Holding History

Pinnacle Wealth Planning Services’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 		$19.4K Buy
357
+2
+0.6% +$97 ﹤0.01% 1794
2026
Q1 		$15.2K Hold
355
– – ﹤0.01% 1822
2025
Q4 		$15.6K Buy
+355
New +$14.7K ﹤0.01% 1830
2021
Q1 		– Sell
-261
Closed -$5K – 878
2020
Q4 		$5K Buy
+261
New +$5.46K ﹤0.01% 1646

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 $3.37T AUM 44.26% 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 Planning Services's EXEL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Exelixis (EXEL) stake by 0.56% in Q2 2026, buying an estimated $97 and bringing the position to 357 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Pinnacle Wealth Planning Services first reported a position in EXEL in Q4 2020 and has held it in 4 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 357 shares of Exelixis worth $19.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 2 Exelixis shares in Q2 2026, an estimated $97.
  • Exelixis made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1794 holding.
  • Pinnacle Wealth Planning Services first reported a position in Exelixis in Q4 2020 and has held it in 4 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.