Private Wealth Management Group’s Exelixis EXEL Stock Holding History

Private Wealth Management 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 Q3	$16.8K	Hold	287	–	–	﹤0.01%	471
2026 Q2	$15.6K	Hold	287	–	–	﹤0.01%	451
2026 Q1	$12.3K	Hold	287	–	–	﹤0.01%	469
2025 Q4	$12.6K	Hold	287	–	–	﹤0.01%	444
2025 Q3	$11.9K	Hold	287	–	–	﹤0.01%	463
2025 Q2	$12.6K	Hold	287	–	–	﹤0.01%	423
2025 Q1	$10.6K	Hold	287	–	–	﹤0.01%	446
2024 Q4	$9.6K	Hold	287	–	–	﹤0.01%	489
2024 Q3	$7.45K	Hold	287	–	–	﹤0.01%	568
2024 Q2	$6.45K	Buy	287 +164	+133%	+$3.64K	﹤0.01%	606
2024 Q1	$2.92K	Buy	123 +11	+10%	+$245	﹤0.01%	820
2023 Q4	$2.69K	Buy	+112	New	+$2.44K	﹤0.01%	851

Other funds holding EXEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Private Wealth Management Group's EXEL Position: Q3 2026 in Review

Private Wealth Management Group held its Exelixis (EXEL) position steady in Q3 2026 at 287 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Private Wealth Management Group first reported a position in EXEL in Q4 2023 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

Private Wealth Management Group held 287 shares of Exelixis worth $16.8K as of Q3 2026.
Private Wealth Management Group left its Exelixis share count unchanged in Q3 2026.
Exelixis made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #471 holding.
Private Wealth Management Group first reported a position in Exelixis in Q4 2023 and has held it in 12 quarters since.
458 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.