Unique Wealth Strategies’s Exelixis EXEL Stock Holding History

Unique Wealth Strategies’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	$735K	Buy	+13,508	New	+$658K	0.27%	96
2026 Q1	–	Sell	-14,429	Closed	-$632K	–	228
2025 Q4	$632K	Buy	+14,429	New	+$597K	0.25%	112
2025 Q3	–	Sell	-13,681	Closed	-$603K	–	228
2025 Q2	$603K	Buy	+13,681	New	+$547K	0.25%	109
2024 Q3	–	Sell	-19,500	Closed	-$463K	–	366
2024 Q2	$463K	Hold	19,500	–	–	0.22%	141
2024 Q1	$463K	Buy	+19,500	New	+$433K	0.23%	141

Other funds holding EXEL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Unique Wealth Strategies's EXEL Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Exelixis (EXEL) in Q2 2026: 13,508 shares worth $735K. The stake represents 0.27% of the portfolio and ranks #96 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in EXEL as recently as Q4 2025.

Unique Wealth Strategies first reported a position in EXEL in Q1 2024 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Unique Wealth Strategies held 13,508 shares of Exelixis worth $735K as of Q2 2026.
Exelixis was a new Unique Wealth Strategies position in Q2 2026.
Exelixis made up 0.27% of Unique Wealth Strategies's portfolio in Q2 2026, its #96 holding.
Unique Wealth Strategies first reported a position in Exelixis in Q1 2024 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.