HWM
EXEL icon

HB Wealth Management’s Exelixis EXEL Stock Holding History

HB 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
Q2 		$1.45M Sell
26,737
-2,318
-8% -$113K 0.01% 585
2026
Q1 		$1.25M Sell
29,055
-244
-0.8% -$10.5K 0.01% 584
2025
Q4 		$1.28M Buy
29,299
+4,669
+19% +$193K 0.01% 549
2025
Q3 		$1.02M Buy
24,630
+5,160
+27% +$207K 0.01% 599
2025
Q2 		$858K Sell
19,470
-4,015
-17% -$160K 0.01% 577
2025
Q1 		$867K Buy
23,485
+2,549
+12% +$90.8K 0.01% 580
2024
Q4 		$697K Buy
20,936
+4,394
+27% +$143K 0.01% 518
2024
Q3 		$429K Sell
16,542
-3,457
-17% -$85.9K ﹤0.01% 643
2024
Q2 		$449K Buy
19,999
+150
+0.8% +$3.33K 0.01% 574
2024
Q1 		$471K Sell
19,849
-544
-3% -$12.1K 0.01% 520
2023
Q4 		$489K Buy
20,393
+311
+2% +$6.76K 0.01% 473
2023
Q3 		$439K Buy
20,082
+315
+2% +$6.59K 0.01% 467
2023
Q2 		$378K Sell
19,767
-5,683
-22% -$110K 0.01% 492
2023
Q1 		$494K Buy
25,450
+82
+0.3% +$1.43K 0.01% 416
2022
Q4 		$407K Buy
25,368
+5,293
+26% +$86.3K 0.01% 444
2022
Q3 		$315K Sell
20,075
-1,330
-6% -$25.7K 0.01% 427
2022
Q2 		$446K Buy
+21,405
New +$441K 0.01% 364

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

HB Wealth Management's EXEL Position: Q2 2026 in Review

HB Wealth Management reduced its Exelixis (EXEL) stake by 8% in Q2 2026, selling an estimated $113K and leaving 26,737 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #585.

HB Wealth Management first reported a position in EXEL in Q2 2022 and has held it in 17 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • HB Wealth Management held 26,737 shares of Exelixis worth $1.45M as of Q2 2026.
  • HB Wealth Management sold 2,318 Exelixis shares in Q2 2026, an estimated $113K.
  • Exelixis made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #585 holding.
  • HB Wealth Management first reported a position in Exelixis in Q2 2022 and has held it in 17 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.