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Cascade Financial Partners’s Exelixis EXEL Stock Holding History

Cascade Financial Partners’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
2025
Q3 		– Sell
-5,000
Closed -$220K – 267
2025
Q2 		$220K Buy
+5,000
New +$200K 0.03% 240

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Cascade Financial Partners's EXEL Position: Q3 2025 in Review

Cascade Financial Partners sold out of Exelixis (EXEL) in Q3 2025, closing a stake of 5,000 shares — an estimated $220K sold.

Cascade Financial Partners first reported a position in EXEL in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 621 funds tracked by Wall St. Rank hold EXEL as of Q3 2025.

  • Cascade Financial Partners reported no remaining Exelixis position as of Q3 2025 after selling out during the quarter.
  • Cascade Financial Partners sold 5,000 Exelixis shares in Q3 2025, an estimated $220K.
  • Cascade Financial Partners first reported a position in Exelixis in Q2 2025 and held it in 1 quarter.
  • Cascade Financial Partners's Exelixis position peaked at $220K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Exelixis as of Q3 2025.

Based on Cascade Financial Partners's 13F filing for Q3 2025, filed 21 Oct 2025.