HWA
EXEL icon

HHM Wealth Advisors’s Exelixis EXEL Stock Holding History

HHM Wealth 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
2025
Q3 		– Sell
-24
Closed -$1.06K – 876
2025
Q2 		$1.06K Hold
24
– – ﹤0.01% 808
2025
Q1 		$887 Hold
24
– – ﹤0.01% 848
2024
Q4 		$800 Buy
+24
New +$779 ﹤0.01% 875

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

HHM Wealth Advisors's EXEL Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Exelixis (EXEL) in Q3 2025, closing a stake of 24 shares — an estimated $1.06K sold.

HHM Wealth Advisors first reported a position in EXEL in Q4 2024 and held it in 3 quarters. The position peaked at $1.06K in Q2 2025. 621 funds tracked by Wall St. Rank hold EXEL as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Exelixis position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 24 Exelixis shares in Q3 2025, an estimated $1.06K.
  • HHM Wealth Advisors first reported a position in Exelixis in Q4 2024 and held it in 3 quarters.
  • HHM Wealth Advisors's Exelixis position peaked at $1.06K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Exelixis as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.