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Winnow Wealth’s Exelixis EXEL Stock Holding History

Winnow Wealth’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 		$993K Sell
16,994
-2,121
-11% -$118K 0.66% 43
2026
Q2 		$1.04M Sell
19,115
-585
-3% -$28.5K 0.71% 39
2026
Q1 		$845K Sell
19,700
-1,408
-7% -$60.5K 0.65% 53
2025
Q4 		$929K Sell
21,108
-3,096
-13% -$128K 0.69% 55
2025
Q3 		$1.02M Buy
+24,204
New +$973K 0.8% 47

Other funds holding EXEL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Winnow Wealth's EXEL Position: Q3 2026 in Review

Winnow Wealth reduced its Exelixis (EXEL) stake by 11% in Q3 2026, selling an estimated $118K and leaving 16,994 shares worth $993K. The position accounts for 0.66% of the portfolio, ranked #43.

Winnow Wealth first reported a position in EXEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2026. 116 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Winnow Wealth held 16,994 shares of Exelixis worth $993K as of Q3 2026.
  • Winnow Wealth sold 2,121 Exelixis shares in Q3 2026, an estimated $118K.
  • Exelixis made up 0.66% of Winnow Wealth's portfolio in Q3 2026, its #43 holding.
  • Winnow Wealth first reported a position in Exelixis in Q3 2025 and has held it in 5 quarters since.
  • Winnow Wealth's Exelixis position peaked at $1.04M in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.