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
Q3 		$10.4M Sell
204,929
-2,799
-1% -$156K 0.02% 716
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's EXEL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Exelixis (EXEL) stake by 1.3% in Q3 2026, selling an estimated $156K and leaving 204,929 shares worth $10.4M. The position accounts for 0.02% of the portfolio, ranked #716.

Wealth Enhancement Advisory Services first reported a position in EXEL in Q3 2021 and has held it in 15 quarters since. 637 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 204,929 shares of Exelixis worth $10.4M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,799 Exelixis shares in Q3 2026, an estimated $156K.
  • Exelixis made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #716 holding.
  • Wealth Enhancement Advisory Services first reported a position in Exelixis in Q3 2021 and has held it in 15 quarters since.
  • 637 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.