JSW
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Journey Strategic Wealth’s Exelixis EXEL Stock Holding History

Journey Strategic Wealth’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 		$311K Sell
7,252
-130
-2% -$5.59K 0.01% 523
2025
Q4 		$324K Buy
7,382
+1,245
+20% +$51.5K 0.01% 481
2025
Q3 		$253K Sell
6,137
-234
-4% -$9.4K 0.01% 554
2025
Q2 		$281K Buy
+6,371
New +$255K 0.01% 462

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Journey Strategic Wealth's EXEL Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Exelixis (EXEL) stake by 1.8% in Q1 2026, selling an estimated $5.59K and leaving 7,252 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #523.

Journey Strategic Wealth first reported a position in EXEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $324K in Q4 2025. 701 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Journey Strategic Wealth held 7,252 shares of Exelixis worth $311K as of Q1 2026.
  • Journey Strategic Wealth sold 130 Exelixis shares in Q1 2026, an estimated $5.59K.
  • Exelixis made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #523 holding.
  • Journey Strategic Wealth first reported a position in Exelixis in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Exelixis position peaked at $324K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.