Planning Strategies Inc.’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272 Buy
+5
New +$243 ﹤0.01% 958

Other funds holding EXEL

Planning Strategies Inc.'s EXEL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Exelixis (EXEL) in Q2 2026: 5 shares worth $272. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings.

202 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Planning Strategies Inc. held 5 shares of Exelixis worth $272 as of Q2 2026.
  • Exelixis was a new Planning Strategies Inc. position in Q2 2026.
  • Exelixis made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #958 holding.
  • 202 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.