Position in EXEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$731,270
+$189,270 QoQ
Shares Held
13,440
+6.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#373
of 739 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,695,967 across 45 Biotechnology names. EXEL ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
13,440 | $731,270 | |
| 2 | JAZZ |
Jazz Pharmaceuticals plc
|
2,863 | $689,897 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,361 | $676,049 | |
| 4 | GMAB |
Genmab A/S
|
4,376 | $120,208 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
150 | $93,531 | |
| 6 | MRNA |
Moderna, Inc.
|
1,305 | $91,389 | |
| 7 | INSM |
INSMED Inc
|
517 | $55,122 | |
| 8 | ARGX |
Argenx SE
|
28 | $25,977 |
All Filings in EXEL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,270 | 13,440 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $542,000 | 12,637 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $546,384 | 12,466 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $480,401 | 11,632 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $647,402 | 14,687 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $477,892 | 12,944 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $332,800 | 9,994 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $253,168 | 9,756 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $45,973 | 2,046 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $57,426 | 2,420 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $46,108 | 1,922 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $41,995 | 1,922 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $36,729 | 1,922 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $37,306 | 1,922 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $30,828 | 1,922 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $33,492 | 2,136 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $44,471 | 2,136 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $48,423 | 2,136 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,959 | 140 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,550 | 140 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,162 | 140 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,130 | 156 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,814 | 156 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,703 | 156 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,686 | 156 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||