Fi3 Financial Advisors’s Exelixis EXEL Stock Holding History

Fi3 Financial 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	–	Sell	-4,742	Closed	-$208K	–	227
2025 Q4	$208K	Buy	+4,742	New	+$196K	0.06%	179

Other funds holding EXEL

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Fi3 Financial Advisors's EXEL Position: Q1 2026 in Review

Fi3 Financial Advisors sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 4,742 shares — an estimated $208K sold.

Fi3 Financial Advisors first reported a position in EXEL in Q4 2025 and held it in 1 quarter. The position peaked at $208K in Q4 2025. 701 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

Fi3 Financial Advisors reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 4,742 Exelixis shares in Q1 2026, an estimated $208K.
Fi3 Financial Advisors first reported a position in Exelixis in Q4 2025 and held it in 1 quarter.
Fi3 Financial Advisors's Exelixis position peaked at $208K in Q4 2025.
701 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.