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Gladstone Institutional Advisory’s Exelixis EXEL Stock Holding History

Gladstone Institutional Advisory’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
2025
Q4 		– Sell
-13,863
Closed -$573K – 812
2025
Q3 		$573K Buy
13,863
+105
+0.8% +$4.22K 0.02% 480
2025
Q2 		$606K Sell
13,758
-117
-0.8% -$4.68K 0.03% 447
2025
Q1 		$512K Buy
+13,875
New +$494K 0.02% 461

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gladstone Institutional Advisory's EXEL Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Exelixis (EXEL) in Q4 2025, closing a stake of 13,863 shares — an estimated $573K sold.

Gladstone Institutional Advisory first reported a position in EXEL in Q1 2025 and held it in 3 quarters. The position peaked at $606K in Q2 2025. 685 funds tracked by Wall St. Rank hold EXEL as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Exelixis position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 13,863 Exelixis shares in Q4 2025, an estimated $573K.
  • Gladstone Institutional Advisory first reported a position in Exelixis in Q1 2025 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Exelixis position peaked at $606K in Q2 2025.
  • 685 funds tracked by Wall St. Rank held Exelixis as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.