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EP Wealth Advisors’s Exelixis EXEL Stock Holding History

EP Wealth 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
Q2 		$1.3M Buy
23,865
+2,041
+9% +$99.4K 0.01% 684
2026
Q1 		$936K Sell
21,824
-1,055
-5% -$45.4K ﹤0.01% 656
2025
Q4 		$1M Buy
+22,879
New +$946K 0.01% 623
2025
Q2 		$853K Sell
19,354
-410
-2% -$16.4K 0.01% 606
2025
Q1 		$730K Buy
19,764
+6,570
+50% +$234K 0.01% 581
2024
Q4 		$439K Buy
13,194
+1,390
+12% +$45.1K ﹤0.01% 734
2024
Q3 		$306K Buy
+11,804
New +$293K ﹤0.01% 851

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

EP Wealth Advisors's EXEL Position: Q2 2026 in Review

EP Wealth Advisors increased its Exelixis (EXEL) stake by 9.4% in Q2 2026, buying an estimated $99.4K and bringing the position to 23,865 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #684.

EP Wealth Advisors first reported a position in EXEL in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • EP Wealth Advisors held 23,865 shares of Exelixis worth $1.3M as of Q2 2026.
  • EP Wealth Advisors bought 2,041 Exelixis shares in Q2 2026, an estimated $99.4K.
  • Exelixis made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #684 holding.
  • EP Wealth Advisors first reported a position in Exelixis in Q3 2024 and has held it in 7 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.