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MILESTONE ASSET MANAGEMENT, LLC → EXEL

MILESTONE ASSET MANAGEMENT, LLC EXEL Position History

Exelixis, Inc. • Healthcare

Quarters held
4
Latest value
$11.7M
Q3 2026
Peak value
$11.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q1 2026$3.8M
Q2 2026$1.6M
Q3 2026$11.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.7M200.1K——
Q2 2026$1.6M29.4K——
Q1 2026$3.8M88.3K——
Q4 2025$1.4M31.7K——

Other funds holding EXEL

Other MILESTONE ASSET MANAGEMENT, LLC positions

FPF

FIRST TR EXCHNG TRADED FD VI

$39.5M
FPF

FIRST TR EXCHNG TRADED FD VI

$38M
ETHA

ISHARES TR

$37.2M
FPF

FIRST TR EXCHNG TRADED FD VI

$35.5M
FPF

FIRST TR EXCHNG TRADED FD VI

$34.8M
ETHA

ISHARES TR

$30.9M
AAPL

APPLE INC

$29.5M
ETHA

ISHARES TR

$29.4M
MILESTONE ASSET MANAGEMENT, LLC EXEL Holdings: 13F Position History | Track13F