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 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

Other funds holding EXEL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

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

VisionPoint Advisory Group's EXEL Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Exelixis (EXEL) stake by 1% in Q2 2026, buying an estimated $3.46K and bringing the position to 7,093 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #304.

VisionPoint Advisory Group first reported a position in EXEL in Q3 2025 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

VisionPoint Advisory Group held 7,093 shares of Exelixis worth $386K as of Q2 2026.
VisionPoint Advisory Group bought 71 Exelixis shares in Q2 2026, an estimated $3.46K.
Exelixis made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #304 holding.
VisionPoint Advisory Group first reported a position in Exelixis in Q3 2025 and has held it in 4 quarters since.
125 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.