Position in EXEL
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,790
-$2,888 QoQ
Shares Held
135
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Legacy Wealth Managment, LLC/ID holds $101,594 across 19 Biotechnology names. EXEL ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
78 | $34,830 | |
| 2 | PLRZ |
Polyrizon Ltd.
|
1,150 | $13,432 | |
| 3 | CLGN |
CollPlant Biotechnologies Ltd
|
23,179 | $12,423 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
|
159 | $10,276 | |
| 5 | INCY |
Incyte Corp
|
70 | $6,588 | |
| 6 | EXEL |
Exelixis, Inc.
This page
|
135 | $5,790 | |
| 7 | INVA |
Innoviva, Inc.
|
205 | $4,776 | |
| 8 | CORT |
Corcept Therapeutics Inc
|
59 | $2,378 |
All Filings in EXEL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,790 | 135 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,678 | 198 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||