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Clearstead Advisors’s Exelixis EXEL Stock Holding History

Clearstead 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
Q2 		$23.2K Sell
426
-5,957
-93% -$290K ﹤0.01% 1756
2026
Q1 		$274K Sell
6,383
-3,236
-34% -$139K ﹤0.01% 893
2025
Q4 		$422K Buy
9,619
+6,371
+196% +$264K 0.01% 705
2025
Q3 		$134K Buy
3,248
+861
+36% +$34.6K ﹤0.01% 970
2025
Q2 		$105K Buy
2,387
+217
+10% +$8.67K ﹤0.01% 1051
2025
Q1 		$80.1K Buy
2,170
+1,090
+101% +$38.8K ﹤0.01% 1045
2024
Q4 		$36K Buy
1,080
+660
+157% +$21.4K ﹤0.01% 1237
2024
Q3 		$10.9K Hold
420
– – ﹤0.01% 1566
2024
Q2 		$9.44K Hold
420
– – ﹤0.01% 1554
2024
Q1 		$8.93K Buy
+420
New +$9.34K ﹤0.01% 1072

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

Clearstead Advisors's EXEL Position: Q2 2026 in Review

Clearstead Advisors reduced its Exelixis (EXEL) stake by 93% in Q2 2026, selling an estimated $290K and leaving 426 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Clearstead Advisors first reported a position in EXEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $422K in Q4 2025. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Clearstead Advisors held 426 shares of Exelixis worth $23.2K as of Q2 2026.
  • Clearstead Advisors sold 5,957 Exelixis shares in Q2 2026, an estimated $290K.
  • Exelixis made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1756 holding.
  • Clearstead Advisors first reported a position in Exelixis in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's Exelixis position peaked at $422K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.