EWA
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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
Q2 		$453K Sell
8,321
-2,694
-24% -$131K 0.02% 596
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
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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Exelixis (EXEL) stake by 24% in Q2 2026, selling an estimated $131K and leaving 8,321 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #596.

EverSource Wealth Advisors first reported a position in EXEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $544K in Q4 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • EverSource Wealth Advisors held 8,321 shares of Exelixis worth $453K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,694 Exelixis shares in Q2 2026, an estimated $131K.
  • Exelixis made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #596 holding.
  • EverSource Wealth Advisors first reported a position in Exelixis in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Exelixis position peaked at $544K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.