True Wealth Design
EXEL icon

True Wealth Design’s Exelixis EXEL Stock Holding History

True Wealth Design’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 		$161K Sell
2,761
-212
-7% -$11.8K 0.04% 158
2026
Q2 		$162K Sell
2,973
-48
-2% -$2.34K 0.04% 148
2026
Q1 		$130K Sell
3,021
-97
-3% -$4.17K 0.04% 160
2025
Q4 		$137K Buy
3,118
+1,032
+49% +$42.7K 0.04% 132
2025
Q3 		$86.2K Sell
2,086
-380
-15% -$15.3K 0.03% 195
2025
Q2 		$109K Sell
2,466
-519
-17% -$20.7K 0.04% 98
2025
Q1 		$110K Buy
2,985
+732
+32% +$26.1K 0.04% 79
2024
Q4 		$75K Buy
2,253
+1,554
+222% +$50.4K 0.03% 98
2024
Q3 		$18.1K Sell
699
-36,166
-98% -$899K 0.01% 335
2024
Q2 		$828K Buy
36,865
+1,435
+4% +$31.8K 0.2% 72
2024
Q1 		$841K Buy
35,430
+914
+3% +$20.3K 0.21% 74
2023
Q4 		$828K Buy
+34,516
New +$750K 0.23% 62

Other funds holding EXEL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's EXEL Position: Q3 2026 in Review

True Wealth Design reduced its Exelixis (EXEL) stake by 7.1% in Q3 2026, selling an estimated $11.8K and leaving 2,761 shares worth $161K. The position accounts for 0.04% of the portfolio, ranked #158.

True Wealth Design first reported a position in EXEL in Q4 2023 and has held it in 12 quarters since. The position peaked at $841K in Q1 2024. 123 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • True Wealth Design held 2,761 shares of Exelixis worth $161K as of Q3 2026.
  • True Wealth Design sold 212 Exelixis shares in Q3 2026, an estimated $11.8K.
  • Exelixis made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #158 holding.
  • True Wealth Design first reported a position in Exelixis in Q4 2023 and has held it in 12 quarters since.
  • True Wealth Design's Exelixis position peaked at $841K in Q1 2024.
  • 123 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.