Position in EXEL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,587
+$207,328 QoQ
Shares Held
3,852
+3752.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#580
of 751 holders
Holding Since
Mar 2020
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, 2026Wealthcare Advisory Partners LLC holds $3,930,359 across 8 Biotechnology names. EXEL ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
4,627 | $2,298,369 | |
| 2 | INSM |
INSMED Inc
|
4,672 | $498,128 | |
| 3 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
1,280 | $385,318 | |
| 4 | ERAS |
Erasca, Inc.
|
15,924 | $291,727 | |
| 5 | EXEL |
Exelixis, Inc.
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|
3,852 | $209,587 | |
| 6 | CMPX |
Compass Therapeutics, Inc.
|
60,962 | $133,506 | |
| 7 | NRXS |
Neuraxis, INC
|
15,188 | $111,024 | |
| 8 | IGC |
IGC Pharma, Inc.
|
10,000 | $2,700 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,587 | 3,852 | Shares | Sole | 2026-07-09 | |
| 2021-03-31 | $2,259 | 100 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $1,722 | 100 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||