Position in EXEL
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$3,787,315
+$2,398,913 QoQ
Shares Held
88,303
+178.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026MILESTONE ASSET MANAGEMENT, LLC holds $4,977,174 across 3 Biotechnology names. EXEL ranks #1 (76.1% of the industry book) .
All Filings in EXEL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||