Position in EXEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,263
+$124,319 QoQ
Shares Held
6,897
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#484
of 751 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $3,210,019 across 8 Biotechnology names. EXEL ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARGX |
Argenx SE
|
1,121 | $1,040,029 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,510 | $750,060 | |
| 3 | EXEL |
Exelixis, Inc.
This page
|
6,897 | $375,263 | |
| 4 | CORT |
Corcept Therapeutics Inc
|
4,132 | $359,275 | |
| 5 | SRRK |
Scholar Rock Holding Corp
|
6,024 | $331,320 | |
| 6 | RPRX |
Royalty Pharma plc
|
4,246 | $238,072 | |
| 7 | ANIX |
Anixa Biosciences Inc
|
32,000 | $89,600 | |
| 8 | CRBU |
Caribou Biosciences, Inc.
|
15,000 | $26,400 |
All Filings in EXEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,263 | 6,897 | Shares | Other | 2026-08-14 | |
| 2025-03-31 | $250,944 | 6,797 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||