Position in EXEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,688,070
+$593,520 QoQ
Shares Held
31,025
+24.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#280
of 751 holders
Holding Since
Mar 2025
3 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, 2026Dakota Wealth Management holds $7,339,875 across 7 Biotechnology names. EXEL ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CORT |
Corcept Therapeutics Inc
|
30,200 | $2,625,890 | |
| 2 | EXEL |
Exelixis, Inc.
This page
|
31,025 | $1,688,070 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
2,862 | $1,421,641 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,466 | $914,109 | |
| 5 | HALO |
Halozyme Therapeutics, Inc.
|
7,592 | $594,225 | |
| 6 | ANVS |
Annovis Bio, Inc.
|
29,000 | $53,940 | |
| 7 | ANIX |
Anixa Biosciences Inc
|
15,000 | $42,000 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,688,070 | 31,025 | Shares | Defined | 2026-08-07 | |
| 2025-06-30 | $1,094,550 | 24,831 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $463,272 | 12,548 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||