Empirical Wealth Management’s Exelixis EXEL Stock Holding History

Empirical Wealth Management’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	$549K	Buy	10,083 +633	+7%	+$30.8K	0.01%	646
2026 Q1	$405K	Buy	9,450 +47	+0.5%	+$2.02K	0.01%	665
2025 Q4	$412K	Buy	9,403 +929	+11%	+$38.4K	0.01%	588
2025 Q3	$350K	Buy	+8,474	New	+$341K	0.01%	569
2022 Q1	–	Sell	-22,990	Closed	-$420K	–	515
2021 Q4	$420K	Hold	22,990	–	–	0.02%	373
2021 Q3	$486K	Sell	22,990 -10	-0%	-$186	0.03%	302
2021 Q2	$419K	Buy	+23,000	New	+$536K	0.03%	323

Other funds holding EXEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Empirical Wealth Management's EXEL Position: Q2 2026 in Review

Empirical Wealth Management increased its Exelixis (EXEL) stake by 6.7% in Q2 2026, buying an estimated $30.8K and bringing the position to 10,083 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #646.

Empirical Wealth Management first reported a position in EXEL in Q2 2021 and has held it in 7 quarters since. 479 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Empirical Wealth Management held 10,083 shares of Exelixis worth $549K as of Q2 2026.
Empirical Wealth Management bought 633 Exelixis shares in Q2 2026, an estimated $30.8K.
Exelixis made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #646 holding.
Empirical Wealth Management first reported a position in Exelixis in Q2 2021 and has held it in 7 quarters since.
479 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.