WWM
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Whalen Wealth Management’s Exelixis EXEL Stock Holding History

Whalen Wealth Management’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 		$593K Sell
10,158
-68
-0.7% -$3.79K 0.25% 94
2026
Q2 		$556K Sell
10,226
-200
-2% -$9.74K 0.25% 95
2026
Q1 		$447K Sell
10,426
-950
-8% -$40.8K 0.24% 107
2025
Q4 		$499K Sell
11,376
-1,393
-11% -$57.6K 0.27% 93
2025
Q3 		$527K Buy
+12,769
New +$513K 0.31% 71

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 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

Whalen Wealth Management's EXEL Position: Q3 2026 in Review

Whalen Wealth Management reduced its Exelixis (EXEL) stake by 0.66% in Q3 2026, selling an estimated $3.79K and leaving 10,158 shares worth $593K. The position accounts for 0.25% of the portfolio, ranked #94.

Whalen Wealth Management first reported a position in EXEL in Q3 2025 and has held it in 5 quarters since. 26 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Whalen Wealth Management held 10,158 shares of Exelixis worth $593K as of Q3 2026.
  • Whalen Wealth Management sold 68 Exelixis shares in Q3 2026, an estimated $3.79K.
  • Exelixis made up 0.25% of Whalen Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Whalen Wealth Management first reported a position in Exelixis in Q3 2025 and has held it in 5 quarters since.
  • 26 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.