Position in EXEL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,599,055
-$2,188,260 QoQ
Shares Held
29,389
-66.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#287
of 751 holders
Holding Since
Mar 2024
10 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $3,668,457 across 4 Biotechnology names. EXEL ranks #1 (43.6% of the industry book) .
All Filings in EXEL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,599,055 | 29,389 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,787,315 | 88,303 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,388,402 | 31,677 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,047,609 | 73,792 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $350,480 | 7,951 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $312,933 | 8,476 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,091,473 | 32,777 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $699,326 | 26,949 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $583,005 | 25,946 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $641,373 | 27,028 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||