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Moran Wealth Management, LLC → EXEL
Moran Wealth Management, LLC EXEL Position History
Exelixis, Inc. • Healthcare
Quarters held
8
Latest value
$120K
Q3 2026
Peak value
$8.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3M |
| Q4 2025 | $22K |
| Q1 2026 | $27K |
| Q1 2026 | $2.7M |
| Q2 2026 | $7.6M |
| Q2 2026 | $73K |
| Q3 2026 | $8.3M |
| Q3 2026 | $120K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $120K | 2.1K | — | — |
| Q3 2026 | $8.3M | 141.4K | — | — |
| Q2 2026 | $73K | 1.3K | — | — |
| Q2 2026 | $7.6M | 139.8K | — | — |
| Q1 2026 | $2.7M | 63.3K | — | — |
| Q1 2026 | $27K | 636 | — | — |
| Q4 2025 | $22K | 500 | — | — |
| Q4 2025 | $3M | 68.4K | — | — |
Other funds holding EXEL
$730.6M