Belpointe Asset Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-15,984
Closed -$704K – 1001
2025
Q2
$704K Buy
15,984
+497
+3% +$19.9K 0.03% 464
2025
Q1
$572K Buy
+15,487
New +$552K 0.03% 526
2023
Q2
– Sell
-1,892
Closed -$36.7K – 1444
2023
Q1
$36.7K Sell
1,892
-1,214
-39% -$21.2K ﹤0.01% 1906
2022
Q4
$49.8K Buy
+3,106
New +$50.7K ﹤0.01% 1617

Other funds holding EXEL

Belpointe Asset Management's EXEL Position: Q3 2025 in Review

Belpointe Asset Management sold out of Exelixis (EXEL) in Q3 2025, closing a stake of 15,984 shares — an estimated $704K sold.

Belpointe Asset Management first reported a position in EXEL in Q4 2022 and held it in 4 quarters. The position peaked at $704K in Q2 2025. 621 funds tracked by Wall St. Rank hold EXEL as of Q3 2025.

  • Belpointe Asset Management reported no remaining Exelixis position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 15,984 Exelixis shares in Q3 2025, an estimated $704K.
  • Belpointe Asset Management first reported a position in Exelixis in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Exelixis position peaked at $704K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Exelixis as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.