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Bartlett & Co Wealth Management’s Exelixis EXEL Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-500
Closed -$21.9K – 1311
2025
Q4 		$21.9K Sell
500
-1,000
-67% -$41.4K ﹤0.01% 807
2025
Q3 		$62K Buy
1,500
+1,000
+200% +$40.2K ﹤0.01% 633
2025
Q2 		$22K Sell
500
-500
-50% -$20K ﹤0.01% 796
2025
Q1 		$36.9K Buy
+1,000
New +$35.6K ﹤0.01% 712
2021
Q3 		– Sell
-12
Closed -$219 – 983
2021
Q2 		$219 Hold
12
– – ﹤0.01% 1056
2021
Q1 		$271 Hold
12
– – ﹤0.01% 1083
2020
Q4 		$241 Buy
+12
New +$251 ﹤0.01% 1188

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bartlett & Co Wealth Management's EXEL Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 500 shares — an estimated $21.9K sold.

Bartlett & Co Wealth Management first reported a position in EXEL in Q4 2020 and held it in 7 quarters. The position peaked at $62K in Q3 2025. 701 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Exelixis shares in Q1 2026, an estimated $21.9K.
  • Bartlett & Co Wealth Management first reported a position in Exelixis in Q4 2020 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's Exelixis position peaked at $62K in Q3 2025.
  • 701 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.