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Claro Advisors’s Exelixis EXEL Stock Holding History

Claro Advisors’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 		$369K Buy
+8,597
New +$370K 0.04% 315
2019
Q1 		– Sell
-28
Closed – – 410
2018
Q4 		$0 Buy
+28
New +$499 ﹤0.01% 1114

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T 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 $17.5B 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

Claro Advisors's EXEL Position: Q1 2026 in Review

Claro Advisors opened a new position in Exelixis (EXEL) in Q1 2026: 8,597 shares worth $369K. The stake represents 0.04% of the portfolio and ranks #315 among its holdings. This is a return to the name: Claro Advisors previously reported a position in EXEL as recently as Q4 2018.

Claro Advisors first reported a position in EXEL in Q4 2018 and has held it in 2 quarters since. 695 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Claro Advisors held 8,597 shares of Exelixis worth $369K as of Q1 2026.
  • Exelixis was a new Claro Advisors position in Q1 2026.
  • Exelixis made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #315 holding.
  • Claro Advisors first reported a position in Exelixis in Q4 2018 and has held it in 2 quarters since.
  • 695 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.