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Greenline Wealth Management’s Exelixis EXEL Stock Holding History

Greenline Wealth 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
-35
Closed -$1.53K – 241
2025
Q4 		$1.53K Buy
+35
New +$1.45K ﹤0.01% 495

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AQR Capital Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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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
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

Greenline Wealth Management's EXEL Position: Q1 2026 in Review

Greenline Wealth Management sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 35 shares — an estimated $1.53K sold.

Greenline Wealth Management first reported a position in EXEL in Q4 2025 and held it in 1 quarter. The position peaked at $1.53K in Q4 2025. 700 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Greenline Wealth Management reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 35 Exelixis shares in Q1 2026, an estimated $1.53K.
  • Greenline Wealth Management first reported a position in Exelixis in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Exelixis position peaked at $1.53K in Q4 2025.
  • 700 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.