WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EXEL — Exelixis, Inc.
CIK 1632972
PLYMOUTH, MN
Position in EXEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,302,480
+$2,442,350 QoQ
Shares Held
207,728
+0.6% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3
of 61 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 3.1806168673306794.ToString("F0")%
Shared 0.ToString("F0")%
None 96.81938313266933.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $166,117,226 across 147 Biotechnology names. EXEL ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
45,889 | $22,794,442 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
33,880 | $21,125,535 | |
| 3 | INCY |
Incyte Corp
|
151,505 | $17,174,606 | |
| 4 | EXEL |
Exelixis, Inc.
This page
|
207,728 | $11,302,480 | |
| 5 | RPRX |
Royalty Pharma plc
|
179,888 | $10,086,320 | |
| 6 | CORT |
Corcept Therapeutics Inc
|
76,278 | $6,632,372 | |
| 7 | HALO |
Halozyme Therapeutics, Inc.
|
70,797 | $5,541,281 | |
| 8 | AXSM |
Axsome Therapeutics, Inc.
|
19,919 | $4,875,573 |
All Filings in EXEL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,302,480 | 207,728 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $8,860,130 | 206,578 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,202,959 | 187,154 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,756,397 | 115,167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,246,004 | 119,011 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,062,529 | 110,036 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,225,838 | 66,842 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $3,725,044 | 143,547 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,082,704 | 137,192 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,154,144 | 132,918 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,187,575 | 132,871 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,874,760 | 131,568 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $3,635,031 | 231,826 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $4,731,914 | 223,837 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||