VisionPoint Advisory Group
EXEL icon

VisionPoint Advisory Group’s Exelixis EXEL Stock Holding History

VisionPoint Advisory 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 		$400K Sell
6,855
-238
-3% -$13.3K 0.06% 283
2026
Q2 		$386K Buy
7,093
+71
+1% +$3.46K 0.06% 304
2026
Q1 		$301K Sell
7,022
-401
-5% -$17.2K 0.06% 334
2025
Q4 		$325K Buy
7,423
+1,685
+29% +$69.7K 0.06% 286
2025
Q3 		$237K Buy
+5,738
New +$231K 0.05% 350

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Livforsakringsbolaget Skandia
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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 19.95% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

VisionPoint Advisory Group's EXEL Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Exelixis (EXEL) stake by 3.4% in Q3 2026, selling an estimated $13.3K and leaving 6,855 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #283.

VisionPoint Advisory Group first reported a position in EXEL in Q3 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • VisionPoint Advisory Group held 6,855 shares of Exelixis worth $400K as of Q3 2026.
  • VisionPoint Advisory Group sold 238 Exelixis shares in Q3 2026, an estimated $13.3K.
  • Exelixis made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #283 holding.
  • VisionPoint Advisory Group first reported a position in Exelixis in Q3 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.