Creative Financial Designs’s Exelixis EXEL Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-500	Closed	-$20.6K	–	2098
2025 Q3	$20.6K	Hold	500	–	–	﹤0.01%	1137
2025 Q2	$22K	Hold	500	–	–	﹤0.01%	1112
2025 Q1	$18.5K	Hold	500	–	–	﹤0.01%	1108
2024 Q4	$16.6K	Hold	500	–	–	﹤0.01%	1092
2024 Q3	$13K	Hold	500	–	–	﹤0.01%	1134
2024 Q2	$11.2K	Sell	500 -474	-49%	-$10.5K	﹤0.01%	1124
2024 Q1	$23.1K	Buy	974 +474	+95%	+$10.5K	﹤0.01%	930
2023 Q4	$12K	Hold	500	–	–	﹤0.01%	1036
2023 Q3	$10.9K	Hold	500	–	–	﹤0.01%	1005
2023 Q2	$9.55K	Hold	500	–	–	﹤0.01%	1025
2023 Q1	$9.71K	Hold	500	–	–	﹤0.01%	966
2022 Q4	$8.02K	Hold	500	–	–	﹤0.01%	941
2022 Q3	$8K	Hold	500	–	–	﹤0.01%	929
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	868
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	885
2021 Q4	$9K	Sell	500 -886	-64%	-$17K	﹤0.01%	919
2021 Q3	$29K	Hold	1,386	–	–	﹤0.01%	765
2021 Q2	$25K	Hold	1,386	–	–	﹤0.01%	792
2021 Q1	$31K	Hold	1,386	–	–	0.01%	674
2020 Q4	$28K	Hold	1,386	–	–	0.01%	640
2020 Q3	$34K	Hold	1,386	–	–	0.01%	543
2020 Q2	$33K	Buy	1,386 +886	+177%	+$20.5K	0.01%	490
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	350
2019 Q4	$9K	Hold	500	–	–	﹤0.01%	409
2019 Q3	$9K	Hold	500	–	–	﹤0.01%	417
2019 Q2	$10K	Hold	500	–	–	0.01%	397
2019 Q1	$12K	Buy	+500	New	+$11.4K	0.01%	368
2018 Q3	–	Sell	-500	Closed	-$11K	–	764
2018 Q2	$11K	Buy	+500	New	+$10.3K	0.01%	451

Other funds holding EXEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Financial Designs's EXEL Position: Q4 2025 in Review

Creative Financial Designs sold out of Exelixis (EXEL) in Q4 2025, closing a stake of 500 shares — an estimated $20.6K sold.

Creative Financial Designs first reported a position in EXEL in Q2 2018 and held it in 28 quarters. The position peaked at $34K in Q3 2020. 682 funds tracked by Wall St. Rank hold EXEL as of Q4 2025.

Creative Financial Designs reported no remaining Exelixis position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 500 Exelixis shares in Q4 2025, an estimated $20.6K.
Creative Financial Designs first reported a position in Exelixis in Q2 2018 and held it in 28 quarters.
Creative Financial Designs's Exelixis position peaked at $34K in Q3 2020.
682 funds tracked by Wall St. Rank held Exelixis as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.