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Buck Wealth Strategies’s Exelixis EXEL Stock Holding History

Buck Wealth Strategies’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 		$1.6M Buy
37,332
+1,327
+4% +$57K 0.2% 55
2025
Q4 		$1.58M Buy
36,005
+13,652
+61% +$565K 0.2% 57
2025
Q3 		$923K Buy
22,353
+10,389
+87% +$418K 0.13% 78
2025
Q2 		$527K Buy
11,964
+4,964
+71% +$198K 0.08% 97
2025
Q1 		$258K Sell
7,000
-1,500
-18% -$53.4K 0.05% 111
2024
Q4 		$283K Hold
8,500
– – 0.06% 76
2024
Q3 		$221K Buy
+8,500
New +$211K 0.07% 68
2024
Q1 		– Sell
-10,000
Closed -$240K – 84
2023
Q4 		$240K Hold
10,000
– – 0.09% 60
2023
Q3 		$219K Hold
10,000
– – 0.09% 61
2023
Q2 		$191K Hold
10,000
– – 0.08% 36
2023
Q1 		$194K Buy
+10,000
New +$174K 0.09% 36
2022
Q3 		$219K Buy
+10,000
New +$193K 0.1% 51

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return