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Bogart Wealth LLC’s Exelixis EXEL Stock Holding History

Bogart Wealth LLC’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 		$26.9K Buy
494
+468
+1,800% +$22.8K ﹤0.01% 705
2026
Q1 		$1.11K Sell
26
-15
-37% -$645 ﹤0.01% 1418
2025
Q4 		$1.8K Buy
41
+13
+46% +$538 ﹤0.01% 1199
2025
Q3 		$1.16K Hold
28
– – ﹤0.01% 1252
2025
Q2 		$1.23K Buy
+28
New +$1.12K ﹤0.01% 1198

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's EXEL Position: Q2 2026 in Review

Bogart Wealth LLC increased its Exelixis (EXEL) stake by 1,800% in Q2 2026, buying an estimated $22.8K and bringing the position to 494 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Bogart Wealth LLC first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Bogart Wealth LLC held 494 shares of Exelixis worth $26.9K as of Q2 2026.
  • Bogart Wealth LLC bought 468 Exelixis shares in Q2 2026, an estimated $22.8K.
  • Exelixis made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #705 holding.
  • Bogart Wealth LLC first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.