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Atria Investments’s Exelixis EXEL Stock Holding History

Atria Investments’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 		$379K Sell
6,971
-756
-10% -$36.8K ﹤0.01% 1687
2026
Q1 		$331K Sell
7,727
-1,043
-12% -$44.8K ﹤0.01% 1690
2025
Q4 		$384K Buy
8,770
+295
+3% +$12.2K ﹤0.01% 1595
2025
Q3 		$350K Buy
8,475
+331
+4% +$13.3K ﹤0.01% 1630
2025
Q2 		$359K Buy
8,144
+1,914
+31% +$76.5K ﹤0.01% 1602
2025
Q1 		$230K Buy
+6,230
New +$222K ﹤0.01% 1756

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 $3.38T AUM 44.17% 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

Atria Investments's EXEL Position: Q2 2026 in Review

Atria Investments reduced its Exelixis (EXEL) stake by 9.8% in Q2 2026, selling an estimated $36.8K and leaving 6,971 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Atria Investments first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Atria Investments held 6,971 shares of Exelixis worth $379K as of Q2 2026.
  • Atria Investments sold 756 Exelixis shares in Q2 2026, an estimated $36.8K.
  • Exelixis made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1687 holding.
  • Atria Investments first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
  • Atria Investments's Exelixis position peaked at $384K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.