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Stonehaven Wealth & Tax Solutions’s Exelixis EXEL Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		– Sell
-9,036
Closed -$388K – 99
2026
Q1 		$388K Buy
+9,036
New +$388K 0.34% 50

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Stonehaven Wealth & Tax Solutions's EXEL Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 9,036 shares — an estimated $388K sold.

Stonehaven Wealth & Tax Solutions first reported a position in EXEL in Q1 2026 and held it in 1 quarter. The position peaked at $388K in Q1 2026. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 9,036 Exelixis shares in Q2 2026, an estimated $388K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Exelixis in Q1 2026 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Exelixis position peaked at $388K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.