Position in EXEL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$472,428
-$71,539 QoQ
Shares Held
11,015
-11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $14,924,651 across 265 Biotechnology names. EXEL ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRSP |
CRISPR Therapeutics AG
|
89,683 | $4,266,217 | |
| 2 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,880 | $1,452,556 | |
| 3 | INCY |
Incyte Corp
|
13,070 | $1,230,145 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,507 | $672,929 | |
| 5 | RPRX |
Royalty Pharma plc
|
12,629 | $605,808 | |
| 6 | TNGX |
Tango Therapeutics, Inc.
|
26,026 | $544,460 | |
| 7 | EXEL |
Exelixis, Inc.
This page
|
11,015 | $472,428 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
6,845 | $386,665 |
All Filings in EXEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $472,428 | 11,015 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $543,967 | 12,411 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $327,052 | 7,919 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $332,141 | 7,535 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $125,120 | 3,389 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $108,854 | 3,269 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $60,253 | 2,322 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $50,038 | 2,227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,954 | 2,653 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $65,730 | 2,740 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,657 | 3,188 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $71,679 | 3,751 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $43,535 | 2,243 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,589 | 1,533 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $258,610 | 16,493 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||