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Elevation Wealth Partners’s Exelixis EXEL Stock Holding History

Elevation Wealth Partners’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 		$2.01K Buy
+37
New +$1.8K ﹤0.01% 1202
2026
Q1 		– Sell
-161
Closed -$7.06K – 1098
2025
Q4 		$7.06K Buy
+161
New +$6.66K ﹤0.01% 552

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

Elevation Wealth Partners's EXEL Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Exelixis (EXEL) in Q2 2026: 37 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in EXEL as recently as Q4 2025.

Elevation Wealth Partners first reported a position in EXEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.06K in Q4 2025. 759 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Elevation Wealth Partners held 37 shares of Exelixis worth $2.01K as of Q2 2026.
  • Exelixis was a new Elevation Wealth Partners position in Q2 2026.
  • Exelixis made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1202 holding.
  • Elevation Wealth Partners first reported a position in Exelixis in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Exelixis position peaked at $7.06K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.