Poinciana Advisors Group’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$241K Buy
+4,431
New +$216K 0.18% 95
2026
Q1
– Sell
-5,154
Closed -$226K – 137
2025
Q4
$226K Hold
5,154
– – 0.18% 118
2025
Q3
$213K Sell
5,154
-527
-9% -$21.2K 0.18% 113
2025
Q2
$250K Buy
+5,681
New +$227K 0.23% 94

Other funds holding EXEL

Poinciana Advisors Group's EXEL Position: Q2 2026 in Review

Poinciana Advisors Group opened a new position in Exelixis (EXEL) in Q2 2026: 4,431 shares worth $241K. The stake represents 0.18% of the portfolio and ranks #95 among its holdings. This is a return to the name: Poinciana Advisors Group previously reported a position in EXEL as recently as Q4 2025.

Poinciana Advisors Group first reported a position in EXEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Poinciana Advisors Group held 4,431 shares of Exelixis worth $241K as of Q2 2026.
  • Exelixis was a new Poinciana Advisors Group position in Q2 2026.
  • Exelixis made up 0.18% of Poinciana Advisors Group's portfolio in Q2 2026, its #95 holding.
  • Poinciana Advisors Group first reported a position in Exelixis in Q2 2025 and has held it in 4 quarters since.
  • Poinciana Advisors Group's Exelixis position peaked at $250K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.