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Arkadios Wealth Advisors’s Exelixis EXEL Stock Holding History

Arkadios 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
Q1 		$476K Buy
+11,098
New +$477K 0.01% 1134
2025
Q4 		– Sell
-10,024
Closed -$414K – 1595
2025
Q3 		$414K Buy
+10,024
New +$403K 0.01% 1021
2021
Q4 		– Sell
-1,350
Closed -$28K – 950
2021
Q3 		$28K Buy
1,350
+50
+4% +$928 ﹤0.01% 1087
2021
Q2 		$23K Buy
+1,300
New +$30.3K ﹤0.01% 1217

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arkadios Wealth Advisors's EXEL Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in Exelixis (EXEL) in Q1 2026: 11,098 shares worth $476K. The stake represents 0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in EXEL as recently as Q3 2025.

Arkadios Wealth Advisors first reported a position in EXEL in Q2 2021 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Arkadios Wealth Advisors held 11,098 shares of Exelixis worth $476K as of Q1 2026.
  • Exelixis was a new Arkadios Wealth Advisors position in Q1 2026.
  • Exelixis made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1134 holding.
  • Arkadios Wealth Advisors first reported a position in Exelixis in Q2 2021 and has held it in 4 quarters since.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.