JTWM
EXEL icon

Jackson Thornton Wealth Management’s Exelixis EXEL Stock Holding History

Jackson Thornton 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 		$291K Sell
6,578
-3,278
-33% -$141K 0.03% 193
2025
Q4 		$431K Buy
9,856
+2,199
+29% +$91K 0.04% 135
2025
Q3 		$296K Buy
+7,657
New +$308K 0.03% 189

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

Jackson Thornton Wealth Management's EXEL Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Exelixis (EXEL) stake by 33% in Q1 2026, selling an estimated $141K and leaving 6,578 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #193.

Jackson Thornton Wealth Management first reported a position in EXEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $431K in Q4 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Jackson Thornton Wealth Management held 6,578 shares of Exelixis worth $291K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 3,278 Exelixis shares in Q1 2026, an estimated $141K.
  • Exelixis made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Jackson Thornton Wealth Management first reported a position in Exelixis in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Exelixis position peaked at $431K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.