Wealth Enhancement Advisory Services
EXEL icon

Wealth Enhancement Advisory Services’s Exelixis EXEL Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.1M Buy
207,728
+1,150
+0.6% +$56K 0.02% 671
2026
Q1 		$7.86M Buy
206,578
+19,424
+10% +$835K 0.02% 679
2025
Q4 		$8.22M Buy
187,154
+71,987
+63% +$2.98M 0.01% 779
2025
Q3 		$4.56M Sell
115,167
-3,844
-3% -$155K 0.01% 994
2025
Q2 		$5.49M Buy
119,011
+8,975
+8% +$359K 0.01% 858
2025
Q1 		$4.06M Buy
110,036
+43,194
+65% +$1.54M 0.01% 910
2024
Q4 		$2.23M Sell
66,842
-76,705
-53% -$2.49M ﹤0.01% 1127
2024
Q3 		$3.73M Buy
143,547
+6,355
+5% +$158K 0.01% 825
2024
Q2 		$3.08M Buy
137,192
+4,274
+3% +$94.8K 0.01% 837
2024
Q1 		$3.15M Buy
132,918
+47
+0% +$1.04K 0.01% 797
2023
Q4 		$3.19M Buy
132,871
+1,303
+1% +$28.3K 0.01% 747
2023
Q3 		$2.87M Buy
+131,568
New +$2.75M 0.01% 734
2022
Q4 		– Sell
-231,826
Closed -$3.57M – 337
2022
Q3 		$3.57M Buy
+231,826
New +$4.48M 0.05% 139
2021
Q4 		– Sell
-223,837
Closed -$4.85M – 308
2021
Q3 		$4.85M Buy
+223,837
New +$4.16M 0.07% 109

Other funds holding EXEL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CI
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXEL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Exelixis (EXEL) stake by 0.56% in Q2 2026, buying an estimated $56K and bringing the position to 207,728 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #671.

Wealth Enhancement Advisory Services first reported a position in EXEL in Q3 2021 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 207,728 shares of Exelixis worth $10.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,150 Exelixis shares in Q2 2026, an estimated $56K.
  • Exelixis made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #671 holding.
  • Wealth Enhancement Advisory Services first reported a position in Exelixis in Q3 2021 and has held it in 14 quarters since.
  • 102 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.