Position in EXEL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,940
-$335 QoQ
Shares Held
440
-22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#636
of 751 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $205,182 across 8 Biotechnology names. EXEL ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
272 | $135,110 | |
| 2 | EXEL |
Exelixis, Inc.
This page
|
440 | $23,940 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
24 | $14,964 | |
| 4 | ARGX |
Argenx SE
|
12 | $11,133 | |
| 5 | KRYS |
Krystal Biotech, Inc.
|
27 | $10,035 | |
| 6 | INCY |
Incyte Corp
|
48 | $5,441 | |
| 7 | ONC |
BeOne Medicines Ltd.
|
16 | $4,559 | |
| 8 | 920 | $0 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,940 | 440 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,275 | 566 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,409 | 671 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||