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Creative Planning EXEL Position History
Exelixis, Inc. • Healthcare
Quarters held
9
Latest value
$43K
Q3 2026
Peak value
$17.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $7K |
| Q4 2025 | $9.6M |
| Q1 2026 | $10M |
| Q2 2026 | $21K |
| Q2 2026 | $14.7M |
| Q3 2026 | $33K |
| Q3 2026 | $17.1M |
| Q3 2026 | $43K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43K | 7.0K | — | — |
| Q3 2026 | $17.1M | 293.0K | — | — |
| Q3 2026 | $33K | 573 | — | — |
| Q2 2026 | $14.7M | 269.9K | — | — |
| Q2 2026 | $21K | 380 | — | — |
| Q1 2026 | $10M | 234.1K | — | — |
| Q4 2025 | $9.6M | 219.3K | — | — |
| Q3 2025 | $7K | 181 | — | — |
| Q3 2025 | $4.6M | 110.3K | — | — |
Other funds holding EXEL
$730.6M