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 Q2	$2.21M	Buy	40,671 +3,339	+9%	+$163K	0.23%	62
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 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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Buck Wealth Strategies's EXEL Position: Q2 2026 in Review

Buck Wealth Strategies increased its Exelixis (EXEL) stake by 8.9% in Q2 2026, buying an estimated $163K and bringing the position to 40,671 shares worth $2.21M. The position accounts for 0.23% of the portfolio, ranked #62.

Buck Wealth Strategies first reported a position in EXEL in Q3 2022 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Buck Wealth Strategies held 40,671 shares of Exelixis worth $2.21M as of Q2 2026.
Buck Wealth Strategies bought 3,339 Exelixis shares in Q2 2026, an estimated $163K.
Exelixis made up 0.23% of Buck Wealth Strategies's portfolio in Q2 2026, its #62 holding.
Buck Wealth Strategies first reported a position in Exelixis in Q3 2022 and has held it in 13 quarters since.
758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.