Position in EXEL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$669,297
+$410,328 QoQ
Shares Held
12,301
+103.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
of 751 holders
Holding Since
Dec 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, 2026MISSION WEALTH MANAGEMENT, LP holds $7,414,287 across 8 Biotechnology names. EXEL ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
8,170 | $4,058,284 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,357 | $846,143 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
12,301 | $669,297 | |
| 4 | INCY |
Incyte Corp
|
4,772 | $540,953 | |
| 5 | GPCR |
Structure Therapeutics Inc.
|
7,583 | $406,979 | |
| 6 | 11,202 | $352,078 | |||
| 7 | BMRN |
Biomarin Pharmaceutical Inc
|
5,739 | $328,385 | |
| 8 | RPRX |
Royalty Pharma plc
|
3,784 | $212,168 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,297 | 12,301 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $258,969 | 6,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,945 | 6,273 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||