IAA
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Independent Advisor Alliance’s Exelixis EXEL Stock Holding History

Independent Advisor Alliance’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
-73,888
Closed -$3.24M – 1619
2025
Q4 		$3.24M Sell
73,888
-3,710
-5% -$153K 0.08% 204
2025
Q3 		$3.2M Buy
77,598
+225
+0.3% +$9.04K 0.08% 201
2025
Q2 		$3.41M Buy
+77,373
New +$3.09M 0.1% 182

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Independent Advisor Alliance's EXEL Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 73,888 shares — an estimated $3.24M sold.

Independent Advisor Alliance first reported a position in EXEL in Q2 2025 and held it in 3 quarters. The position peaked at $3.41M in Q2 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 73,888 Exelixis shares in Q1 2026, an estimated $3.24M.
  • Independent Advisor Alliance first reported a position in Exelixis in Q2 2025 and held it in 3 quarters.
  • Independent Advisor Alliance's Exelixis position peaked at $3.41M in Q2 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.