Position in EXEL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$415,910
+$88,059 QoQ
Shares Held
7,644
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#463
of 751 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $652,353 across 2 Biotechnology names. EXEL ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
7,644 | $415,910 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
476 | $236,443 |
All Filings in EXEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,910 | 7,644 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $327,851 | 7,644 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $335,036 | 7,644 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $316,192 | 7,656 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $336,947 | 7,644 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $285,317 | 7,728 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $257,342 | 7,728 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $200,541 | 7,728 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||