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Beaird Harris Wealth Management’s Exelixis EXEL Stock Holding History

Beaird Harris 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
2025
Q4 		– Sell
-17
Closed -$703 – 729
2025
Q3 		$703 Buy
+17
New +$683 ﹤0.01% 592
2023
Q1 		– Sell
-321
Closed -$5.15K – 562
2022
Q4 		$5.15K Buy
+321
New +$5.24K ﹤0.01% 408

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $46.4B AUM 27.74% 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

Beaird Harris Wealth Management's EXEL Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of Exelixis (EXEL) in Q4 2025, closing a stake of 17 shares — an estimated $703 sold.

Beaird Harris Wealth Management first reported a position in EXEL in Q4 2022 and held it in 2 quarters. The position peaked at $5.15K in Q4 2022. 682 funds tracked by Wall St. Rank hold EXEL as of Q4 2025.

  • Beaird Harris Wealth Management reported no remaining Exelixis position as of Q4 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 17 Exelixis shares in Q4 2025, an estimated $703.
  • Beaird Harris Wealth Management first reported a position in Exelixis in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Exelixis position peaked at $5.15K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held Exelixis as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.