APW
EXEL icon

Axim Planning & Wealth’s Exelixis EXEL Stock Holding History

Axim Planning & Wealth’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
-12,095
Closed -$519K – 95
2026
Q1 		$519K Buy
12,095
+6,605
+120% +$284K 0.63% 26
2025
Q4 		$241K Sell
5,490
-16,327
-75% -$675K 0.25% 62
2025
Q3 		$901K Buy
+21,817
New +$877K 0.71% 10

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

Axim Planning & Wealth's EXEL Position: Q2 2026 in Review

Axim Planning & Wealth sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 12,095 shares — an estimated $519K sold.

Axim Planning & Wealth first reported a position in EXEL in Q3 2025 and held it in 3 quarters. The position peaked at $901K in Q3 2025. 757 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Axim Planning & Wealth reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 12,095 Exelixis shares in Q2 2026, an estimated $519K.
  • Axim Planning & Wealth first reported a position in Exelixis in Q3 2025 and held it in 3 quarters.
  • Axim Planning & Wealth's Exelixis position peaked at $901K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.