Position in EXEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,068,450
+$460,633 QoQ
Shares Held
38,016
+1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#262
of 751 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $10,297,220 across 19 Biotechnology names. EXEL ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
38,016 | $2,068,450 | |
| 2 | INCY |
Incyte Corp
|
16,774 | $1,901,500 | |
| 3 | IONS |
Ionis Pharmaceuticals Inc
|
10,653 | $844,676 | |
| 4 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,259 | $785,036 | |
| 5 | HRMY |
Harmony Biosciences Holdings, Inc.
|
20,743 | $755,252 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,083 | $537,958 | |
| 7 | TECH |
BIO-TECHNE Corp
|
7,050 | $498,082 | |
| 8 | ROIV |
Roivant Sciences Ltd.
|
12,944 | $458,088 |
All Filings in EXEL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,068,450 | 38,016 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,607,817 | 37,487 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,930,799 | 44,052 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||