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Foundations Investment Advisors’s Exelixis EXEL Stock Holding History

Foundations Investment 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 		$590K Sell
10,848
-8,064
-43% -$393K 0.01% 732
2026
Q1 		$811K Buy
18,912
+13,550
+253% +$583K 0.01% 578
2025
Q4 		$235K Sell
5,362
-2,431
-31% -$101K ﹤0.01% 992
2025
Q3 		$322K Buy
+7,793
New +$313K ﹤0.01% 824

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

Foundations Investment Advisors's EXEL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Exelixis (EXEL) stake by 43% in Q2 2026, selling an estimated $393K and leaving 10,848 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #732.

Foundations Investment Advisors first reported a position in EXEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $811K in Q1 2026. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Foundations Investment Advisors held 10,848 shares of Exelixis worth $590K as of Q2 2026.
  • Foundations Investment Advisors sold 8,064 Exelixis shares in Q2 2026, an estimated $393K.
  • Exelixis made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #732 holding.
  • Foundations Investment Advisors first reported a position in Exelixis in Q3 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Exelixis position peaked at $811K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.