JWA
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JFS Wealth Advisors’s Exelixis EXEL Stock Holding History

JFS 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
2026
Q2 		$15.9K Buy
293
+13
+5% +$633 ﹤0.01% 832
2026
Q1 		$12K Buy
280
+6
+2% +$258 ﹤0.01% 881
2025
Q4 		$12K Buy
274
+61
+29% +$2.52K ﹤0.01% 919
2025
Q3 		$8.8K Sell
213
-2
-0.9% -$80 ﹤0.01% 937
2025
Q2 		$9.48K Buy
215
+17
+9% +$679 ﹤0.01% 882
2025
Q1 		$7.31K Buy
198
+8
+4% +$285 ﹤0.01% 985
2024
Q4 		$6.33K Hold
190
– – ﹤0.01% 1028
2024
Q3 		$4.93K Buy
190
+6
+3% +$149 ﹤0.01% 1126
2024
Q2 		$4.13K Hold
184
– – ﹤0.01% 1140
2024
Q1 		$4.37K Hold
184
– – ﹤0.01% 1150
2023
Q4 		$4.42K Hold
184
– – ﹤0.01% 1113
2023
Q3 		$4.02K Hold
184
– – ﹤0.01% 1087
2023
Q2 		$3.52K Buy
184
+14
+8% +$270 ﹤0.01% 1169
2023
Q1 		$3.3K Buy
170
+49
+40% +$854 ﹤0.01% 1160
2022
Q4 		$1.94K Buy
121
+45
+59% +$734 ﹤0.01% 1385
2022
Q3 		$1K Sell
76
-71
-48% -$1.37K ﹤0.01% 1543
2022
Q2 		$3K Sell
147
-3
-2% -$62 ﹤0.01% 1173
2022
Q1 		$3K Buy
150
+94
+168% +$1.84K ﹤0.01% 1234
2021
Q4 		$1K Buy
+56
New +$1.07K ﹤0.01% 1341

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 $3.37T 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
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

JFS Wealth Advisors's EXEL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Exelixis (EXEL) stake by 4.6% in Q2 2026, buying an estimated $633 and bringing the position to 293 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

JFS Wealth Advisors first reported a position in EXEL in Q4 2021 and has held it in 19 quarters since. 756 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • JFS Wealth Advisors held 293 shares of Exelixis worth $15.9K as of Q2 2026.
  • JFS Wealth Advisors bought 13 Exelixis shares in Q2 2026, an estimated $633.
  • Exelixis made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #832 holding.
  • JFS Wealth Advisors first reported a position in Exelixis in Q4 2021 and has held it in 19 quarters since.
  • 756 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.