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Forum Financial Management’s Exelixis EXEL Stock Holding History

Forum Financial 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
Q1 		– Sell
-8,445
Closed -$370K – 557
2025
Q4 		$370K Sell
8,445
-1,092
-11% -$45.2K ﹤0.01% 635
2025
Q3 		$394K Buy
9,537
+2
+0% +$80 0.01% 582
2025
Q2 		$420K Buy
9,535
+2,261
+31% +$90.4K 0.01% 483
2025
Q1 		$269K Buy
7,274
+30
+0.4% +$1.07K ﹤0.01% 651
2024
Q4 		$241K Buy
+7,244
New +$235K ﹤0.01% 750

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Forum Financial Management's EXEL Position: Q1 2026 in Review

Forum Financial Management sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 8,445 shares — an estimated $370K sold.

Forum Financial Management first reported a position in EXEL in Q4 2024 and held it in 5 quarters. The position peaked at $420K in Q2 2025. 701 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Forum Financial Management reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 8,445 Exelixis shares in Q1 2026, an estimated $370K.
  • Forum Financial Management first reported a position in Exelixis in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Exelixis position peaked at $420K in Q2 2025.
  • 701 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.