Advyzon Investment Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,769
Closed -$297K 692
2025
Q4
$297K Buy
+6,769
New +$280K 0.03% 450

Other funds holding EXEL

Advyzon Investment Management's EXEL Position: Q1 2026 in Review

Advyzon Investment Management sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 6,769 shares — an estimated $297K sold.

Advyzon Investment Management first reported a position in EXEL in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Advyzon Investment Management reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Advyzon Investment Management sold 6,769 Exelixis shares in Q1 2026, an estimated $297K.
  • Advyzon Investment Management first reported a position in Exelixis in Q4 2025 and held it in 1 quarter.
  • Advyzon Investment Management's Exelixis position peaked at $297K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.