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Wedmont Private Capital’s Exelixis EXEL Stock Holding History

Wedmont Private Capital’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 		$528K Buy
8,940
+598
+7% +$33.3K 0.01% 576
2026
Q2 		$471K Buy
8,342
+979
+13% +$47.7K 0.01% 571
2026
Q1 		$325K Buy
7,363
+929
+14% +$39.9K 0.01% 640
2025
Q4 		$297K Buy
+6,434
New +$266K 0.01% 652

Other funds holding EXEL

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital's EXEL Position: Q3 2026 in Review

Wedmont Private Capital increased its Exelixis (EXEL) stake by 7.2% in Q3 2026, buying an estimated $33.3K and bringing the position to 8,940 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #576.

Wedmont Private Capital first reported a position in EXEL in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Wedmont Private Capital held 8,940 shares of Exelixis worth $528K as of Q3 2026.
  • Wedmont Private Capital bought 598 Exelixis shares in Q3 2026, an estimated $33.3K.
  • Exelixis made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #576 holding.
  • Wedmont Private Capital first reported a position in Exelixis in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.