AWA
EXEL icon

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
Q2 		– Sell
-11,098
Closed -$476K – 1797
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 $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

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

Arkadios Wealth Advisors sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 11,098 shares — an estimated $476K sold.

Arkadios Wealth Advisors first reported a position in EXEL in Q2 2021 and held it in 4 quarters. The position peaked at $476K in Q1 2026. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Arkadios Wealth Advisors reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,098 Exelixis shares in Q2 2026, an estimated $476K.
  • Arkadios Wealth Advisors first reported a position in Exelixis in Q2 2021 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Exelixis position peaked at $476K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.