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Acumen Wealth Advisors’s Exelixis EXEL Stock Holding History

Acumen Wealth Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9K Sell
440
-126
-22% -$6.13K 0.01% 218
2026
Q1 		$24.3K Sell
566
-105
-16% -$4.51K 0.01% 197
2025
Q4 		$29.4K Buy
+671
New +$27.8K 0.01% 168

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's EXEL Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Exelixis (EXEL) stake by 22% in Q2 2026, selling an estimated $6.13K and leaving 440 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #218.

Acumen Wealth Advisors first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.4K in Q4 2025. 754 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Acumen Wealth Advisors held 440 shares of Exelixis worth $23.9K as of Q2 2026.
  • Acumen Wealth Advisors sold 126 Exelixis shares in Q2 2026, an estimated $6.13K.
  • Exelixis made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Acumen Wealth Advisors first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Exelixis position peaked at $29.4K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.