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Burney Company’s Exelixis EXEL Stock Holding History

Burney Company’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 		$3.07M Sell
56,478
-78,729
-58% -$3.83M 0.08% 183
2026
Q1 		$5.8M Sell
135,207
-69,390
-34% -$2.98M 0.18% 106
2025
Q4 		$8.97M Sell
204,597
-25,538
-11% -$1.06M 0.28% 79
2025
Q3 		$9.5M Sell
230,135
-175,993
-43% -$7.07M 0.3% 82
2025
Q2 		$17.9M Buy
406,128
+4,912
+1% +$196K 0.61% 42
2025
Q1 		$14.8M Buy
401,216
+32,843
+9% +$1.17M 0.54% 45
2024
Q4 		$12.3M Buy
+368,373
New +$12M 0.43% 60
2023
Q3 		– Sell
-112,489
Closed -$2.15M – 577
2023
Q2 		$2.15M Buy
+112,489
New +$2.17M 0.1% 220
2021
Q4 		– Sell
-20,749
Closed -$439K – 589
2021
Q3 		$439K Sell
20,749
-9,097
-30% -$169K 0.02% 433
2021
Q2 		$544K Sell
29,846
-485
-2% -$11.3K 0.03% 410
2021
Q1 		$685K Sell
30,331
-4,254
-12% -$96.1K 0.03% 363
2020
Q4 		$694K Sell
34,585
-144,280
-81% -$3.02M 0.04% 330
2020
Q3 		$4.37M Buy
178,865
+26,528
+17% +$619K 0.27% 114
2020
Q2 		$3.62M Buy
+152,337
New +$3.53M 0.23% 127

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 $3.37T AUM 44.26% 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

Burney Company's EXEL Position: Q2 2026 in Review

Burney Company reduced its Exelixis (EXEL) stake by 58% in Q2 2026, selling an estimated $3.83M and leaving 56,478 shares worth $3.07M. The position accounts for 0.08% of the portfolio, ranked #183.

Burney Company first reported a position in EXEL in Q2 2020 and has held it in 14 quarters since. The position peaked at $17.9M in Q2 2025. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Burney Company held 56,478 shares of Exelixis worth $3.07M as of Q2 2026.
  • Burney Company sold 78,729 Exelixis shares in Q2 2026, an estimated $3.83M.
  • Exelixis made up 0.08% of Burney Company's portfolio in Q2 2026, its #183 holding.
  • Burney Company first reported a position in Exelixis in Q2 2020 and has held it in 14 quarters since.
  • Burney Company's Exelixis position peaked at $17.9M in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.