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Global Financial Private Client’s Exelixis EXEL Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-52
Closed -$1.92K – 668
2025
Q1 		$1.92K Buy
52
+39
+300% +$1.39K ﹤0.01% 875
2024
Q4 		$433 Buy
+13
New +$422 ﹤0.01% 993

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's EXEL Position: Q2 2025 in Review

Global Financial Private Client sold out of Exelixis (EXEL) in Q2 2025, closing a stake of 52 shares — an estimated $1.92K sold.

Global Financial Private Client first reported a position in EXEL in Q4 2024 and held it in 2 quarters. The position peaked at $1.92K in Q1 2025. 633 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • Global Financial Private Client reported no remaining Exelixis position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 52 Exelixis shares in Q2 2025, an estimated $1.92K.
  • Global Financial Private Client first reported a position in Exelixis in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Exelixis position peaked at $1.92K in Q1 2025.
  • 633 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.