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Evergreen Capital Management’s Exelixis EXEL Stock Holding History

Evergreen Capital 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 		$839K Buy
15,411
+9,475
+160% +$461K 0.01% 621
2026
Q1 		$255K Sell
5,936
-1,922
-24% -$82.6K 0.01% 1240
2025
Q4 		$344K Buy
7,858
+2,408
+44% +$99.6K 0.01% 958
2025
Q3 		$225K Buy
5,450
+329
+6% +$13.2K 0.01% 1158
2025
Q2 		$226K Buy
+5,121
New +$205K 0.01% 963

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

Evergreen Capital Management's EXEL Position: Q2 2026 in Review

Evergreen Capital Management increased its Exelixis (EXEL) stake by 160% in Q2 2026, buying an estimated $461K and bringing the position to 15,411 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #621.

Evergreen Capital Management first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Evergreen Capital Management held 15,411 shares of Exelixis worth $839K as of Q2 2026.
  • Evergreen Capital Management bought 9,475 Exelixis shares in Q2 2026, an estimated $461K.
  • Exelixis made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #621 holding.
  • Evergreen Capital Management first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.