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Avantax Advisory Services’s Exelixis EXEL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.1M Buy
24,923
+10,007
+67% +$400K 0.01% 1109
2025
Q1 		$551K Buy
+14,916
New +$531K ﹤0.01% 1449

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's EXEL Position: Q2 2025 in Review

Avantax Advisory Services increased its Exelixis (EXEL) stake by 67% in Q2 2025, buying an estimated $400K and bringing the position to 24,923 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1109.

Avantax Advisory Services first reported a position in EXEL in Q1 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • Avantax Advisory Services held 24,923 shares of Exelixis worth $1.1M as of Q2 2025.
  • Avantax Advisory Services bought 10,007 Exelixis shares in Q2 2025, an estimated $400K.
  • Exelixis made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1109 holding.
  • Avantax Advisory Services first reported a position in Exelixis in Q1 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.