AWM
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AE Wealth Management’s Exelixis EXEL Stock Holding History

AE Wealth 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 		$1.77M Buy
32,548
+26,420
+431% +$1.29M 0.01% 701
2026
Q1 		$263K Buy
6,128
+408
+7% +$17.5K ﹤0.01% 1460
2025
Q4 		$251K Buy
+5,720
New +$237K ﹤0.01% 1401
2024
Q1 		– Sell
-10,245
Closed -$227K – 1410
2023
Q4 		$227K Buy
10,245
+60
+0.6% +$1.3K ﹤0.01% 1838
2023
Q3 		$223K Sell
10,185
-593
-6% -$12.4K ﹤0.01% 1743
2023
Q2 		$206K Sell
10,778
-2,309
-18% -$44.5K ﹤0.01% 1737
2023
Q1 		$254K Sell
13,087
-23
-0.2% -$401 ﹤0.01% 1626
2022
Q4 		$210K Buy
+13,110
New +$214K ﹤0.01% 1657
2020
Q3 		– Sell
-28,500
Closed -$677K – 1301
2020
Q2 		$677K Buy
+28,500
New +$660K 0.01% 745

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

AE Wealth Management's EXEL Position: Q2 2026 in Review

AE Wealth Management increased its Exelixis (EXEL) stake by 431% in Q2 2026, buying an estimated $1.29M and bringing the position to 32,548 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #701.

AE Wealth Management first reported a position in EXEL in Q2 2020 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • AE Wealth Management held 32,548 shares of Exelixis worth $1.77M as of Q2 2026.
  • AE Wealth Management bought 26,420 Exelixis shares in Q2 2026, an estimated $1.29M.
  • Exelixis made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #701 holding.
  • AE Wealth Management first reported a position in Exelixis in Q2 2020 and has held it in 9 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

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