Creative Planning
EXEL icon

Creative Planning’s Exelixis EXEL Stock Holding History

Creative Planning’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 		$10M Buy
234,142
+14,870
+7% +$639K 0.01% 691
2025
Q4 		$9.61M Buy
219,272
+108,749
+98% +$4.5M 0.01% 638
2025
Q3 		$4.56M Buy
110,523
+23,173
+27% +$931K ﹤0.01% 940
2025
Q2 		$3.85M Buy
87,350
+1,073
+1% +$42.9K ﹤0.01% 893
2025
Q1 		$3.19M Buy
86,277
+5,682
+7% +$202K ﹤0.01% 904
2024
Q4 		$2.68M Buy
80,595
+9,661
+14% +$313K ﹤0.01% 956
2024
Q3 		$1.84M Sell
70,934
-766
-1% -$19K ﹤0.01% 1108
2024
Q2 		$1.61M Buy
71,700
+548
+0.8% +$12.2K ﹤0.01% 1103
2024
Q1 		$1.69M Sell
71,152
-11,337
-14% -$252K ﹤0.01% 1042
2023
Q4 		$1.98M Buy
82,489
+4,913
+6% +$107K ﹤0.01% 920
2023
Q3 		$1.7M Sell
77,576
-8,736
-10% -$183K ﹤0.01% 933
2023
Q2 		$1.65M Sell
86,312
-10,419
-11% -$201K ﹤0.01% 905
2023
Q1 		$1.88M Buy
96,731
+21,566
+29% +$376K ﹤0.01% 797
2022
Q4 		$1.21M Sell
75,165
-518
-0.7% -$8.45K ﹤0.01% 950
2022
Q3 		$1.19M Buy
75,683
+455
+0.6% +$8.79K ﹤0.01% 896
2022
Q2 		$1.57M Sell
75,228
-951
-1% -$19.6K ﹤0.01% 799
2022
Q1 		$1.73M Sell
76,179
-1,598
-2% -$31.2K ﹤0.01% 762
2021
Q4 		$1.42M Sell
77,777
-5,127
-6% -$98.1K ﹤0.01% 800
2021
Q3 		$1.75M Sell
82,904
-1,872
-2% -$34.8K ﹤0.01% 724
2021
Q2 		$1.54M Sell
84,776
-27,228
-24% -$635K ﹤0.01% 769
2021
Q1 		$2.53M Sell
112,004
-7,155
-6% -$162K 0.01% 628
2020
Q4 		$2.39M Buy
119,159
+38,376
+48% +$803K 0.01% 601
2020
Q3 		$1.98M Sell
80,783
-1,358
-2% -$31.7K 0.01% 568
2020
Q2 		$1.95M Buy
82,141
+10,240
+14% +$237K 0.01% 506
2020
Q1 		$1.24M Buy
71,901
+559
+0.8% +$10.2K ﹤0.01% 565
2019
Q4 		$1.26M Sell
71,342
-151,094
-68% -$2.56M ﹤0.01% 685
2019
Q3 		$3.93M Sell
222,436
-10,670
-5% -$216K 0.01% 337
2019
Q2 		$4.98M Buy
233,106
+36,264
+18% +$760K 0.02% 289
2019
Q1 		$4.68M Sell
196,842
-53,259
-21% -$1.21M 0.02% 288
2018
Q4 		$4.92M Sell
250,101
-45,997
-16% -$820K 0.02% 247
2018
Q3 		$5.25M Buy
296,098
+196,217
+196% +$3.83M 0.02% 260
2018
Q2 		$2.15M Sell
99,881
-14,438
-13% -$299K 0.01% 450
2018
Q1 		$2.53M Buy
114,319
+6,022
+6% +$166K 0.01% 401
2017
Q4 		$3.29M Buy
108,297
+15,910
+17% +$423K 0.01% 336
2017
Q3 		$2.24M Sell
92,387
-151
-0.2% -$4.02K 0.01% 428
2017
Q2 		$2.28M Buy
92,538
+41,730
+82% +$883K 0.01% 404
2017
Q1 		$1.1M Sell
50,808
-27,178
-35% -$553K 0.01% 624
2016
Q4 		$1.16M Sell
77,986
-6,827
-8% -$98.5K 0.01% 568
2016
Q3 		$1.08M Buy
84,813
+31,883
+60% +$345K 0.01% 566
2016
Q2 		$413K Buy
52,930
+5,784
+12% +$33.3K ﹤0.01% 872
2016
Q1 		$189K Sell
47,146
-30,995
-40% -$131K ﹤0.01% 1237
2015
Q4 		$441K Buy
78,141
+18,300
+31% +$102K ﹤0.01% 823
2015
Q3 		$336K Buy
59,841
+10,384
+21% +$56.5K ﹤0.01% 913
2015
Q2 		$186K Buy
49,457
+5,724
+13% +$18.6K ﹤0.01% 883
2015
Q1 		$112K Sell
43,733
-400
-0.9% -$928 ﹤0.01% 1513
2014
Q4 		$64K Sell
44,133
-17,824
-29% -$27.8K ﹤0.01% 1833
2014
Q3 		$95K Buy
61,957
+20,900
+51% +$67.1K ﹤0.01% 1505
2014
Q2 		$139K Sell
41,057
-400
-1% -$1.38K ﹤0.01% 1230
2014
Q1 		$147K Buy
41,457
+37,650
+989% +$256K ﹤0.01% 1156
2013
Q4 		$23K Sell
3,807
-2,693
-41% -$14.8K ﹤0.01% 2101
2013
Q3 		$38K Buy
6,500
+2,500
+63% +$12.9K ﹤0.01% 1683
2013
Q2 		$18K Buy
+4,000
New +$19K ﹤0.01% 1989

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

Creative Planning's EXEL Position: Q1 2026 in Review

Creative Planning increased its Exelixis (EXEL) stake by 6.8% in Q1 2026, buying an estimated $639K and bringing the position to 234,142 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #691.

Creative Planning first reported a position in EXEL in Q2 2013 and has held it in 52 quarters since. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Creative Planning held 234,142 shares of Exelixis worth $10M as of Q1 2026.
  • Creative Planning bought 14,870 Exelixis shares in Q1 2026, an estimated $639K.
  • Exelixis made up 0.01% of Creative Planning's portfolio in Q1 2026, its #691 holding.
  • Creative Planning first reported a position in Exelixis in Q2 2013 and has held it in 52 quarters since.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.