EverSource Wealth Advisors’s Exelixis EXEL Stock Holding History

EverSource 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 Q1	$472K	Sell	11,015 -1,396	-11%	-$60K	0.01%	625
2025 Q4	$544K	Buy	12,411 +4,492	+57%	+$186K	0.02%	512
2025 Q3	$327K	Buy	7,919 +384	+5%	+$15.4K	0.01%	688
2025 Q2	$332K	Buy	7,535 +4,146	+122%	+$166K	0.02%	626
2025 Q1	$125K	Buy	3,389 +120	+4%	+$4.28K	0.01%	830
2024 Q4	$109K	Buy	3,269 +947	+41%	+$30.7K	0.01%	875
2024 Q3	$60.3K	Buy	2,322 +95	+4%	+$2.36K	﹤0.01%	987
2024 Q2	$52.2K	Sell	2,227 -426	-16%	-$9.45K	﹤0.01%	1066
2024 Q1	$62.2K	Sell	2,653 -87	-3%	-$1.93K	﹤0.01%	886
2023 Q4	$65.7K	Sell	2,740 -448	-14%	-$9.74K	0.01%	794
2023 Q3	$69.7K	Sell	3,188 -563	-15%	-$11.8K	0.01%	701
2023 Q2	$71.7K	Buy	3,751 +1,508	+67%	+$29.1K	0.01%	701
2023 Q1	$43.5K	Buy	2,243 +710	+46%	+$12.4K	0.01%	833
2022 Q4	$24.6K	Sell	1,533 -14,960	-91%	-$244K	﹤0.01%	1002
2022 Q3	$259K	Buy	+16,493	New	+$319K	0.06%	260

Other funds holding EXEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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