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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
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 $5.7T 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 $15.3B 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