Measured Wealth Private Client Group, LLC
Position in EXEL — Exelixis, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in EXEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,294
-$13,331 QoQ
Shares Held
373
-52.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#633
of 739 holders
Holding Since
Mar 2025
6 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, 2026Measured Wealth Private Client Group, LLC holds $3,028,420 across 8 Biotechnology names. EXEL ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAZZ |
Jazz Pharmaceuticals plc
|
3,619 | $872,070 | |
| 2 | INCY |
Incyte Corp
|
6,249 | $708,386 | |
| 3 | KRYS |
Krystal Biotech, Inc.
|
1,887 | $701,341 | |
| 4 | PTCT |
Ptc Therapeutics, Inc.
|
8,045 | $656,230 | |
| 5 | TECH |
BIO-TECHNE Corp
|
464 | $32,781 | |
| 6 | HALO |
Halozyme Therapeutics, Inc.
|
394 | $30,838 | |
| 7 | EXEL |
Exelixis, Inc.
This page
|
373 | $20,294 | |
| 8 | ARMP |
Armata Pharmaceuticals, Inc.
|
1,000 | $6,480 |
All Filings in EXEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,294 | 373 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $33,625 | 784 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $239,925 | 5,474 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $586,170 | 14,193 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $597,636 | 13,558 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $422,586 | 11,446 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||