Position in EXEL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$315,904
+$61,781 QoQ
Shares Held
5,806
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#509
of 751 holders
Holding Since
Mar 2026
2 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, 2026Abundance Wealth Counselors holds $2,464,923 across 7 Biotechnology names. EXEL ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,815 | $901,564 | |
| 2 | INCY |
Incyte Corp
|
3,304 | $374,541 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
5,806 | $315,904 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
488 | $304,287 | |
| 5 | CRSP |
CRISPR Therapeutics AG
|
5,015 | $273,518 | |
| 6 | MRNA |
Moderna, Inc.
|
2,950 | $206,588 | |
| 7 | IBRX |
ImmunityBio, Inc.
|
10,111 | $88,521 |
All Filings in EXEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,904 | 5,806 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $254,123 | 5,925 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||