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Advyzon Investment Management’s Exelixis EXEL Stock Holding History

Advyzon Investment Management’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 		$520K Buy
+9,563
New +$466K 0.04% 464
2026
Q1 		– Sell
-6,769
Closed -$297K – 692
2025
Q4 		$297K Buy
+6,769
New +$280K 0.03% 450

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AQR Capital Management
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Vanguard Capital Management
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State Street
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Fuller & Thaler Asset Management
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LSV Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advyzon Investment Management's EXEL Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Exelixis (EXEL) in Q2 2026: 9,563 shares worth $520K. The stake represents 0.04% of the portfolio and ranks #464 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in EXEL as recently as Q4 2025.

Advyzon Investment Management first reported a position in EXEL in Q4 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Advyzon Investment Management held 9,563 shares of Exelixis worth $520K as of Q2 2026.
  • Exelixis was a new Advyzon Investment Management position in Q2 2026.
  • Exelixis made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #464 holding.
  • Advyzon Investment Management first reported a position in Exelixis in Q4 2025 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.