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Kaufman Rossin Wealth’s Exelixis EXEL Stock Holding History

Kaufman Rossin 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 		– Sell
-6,360
Closed -$279K – 131
2025
Q4 		$279K Buy
6,360
+1,000
+19% +$41.4K 0.15% 115
2025
Q3 		$221K Sell
5,360
-1,031
-16% -$41.4K 0.12% 135
2025
Q2 		$282K Sell
6,391
-895
-12% -$35.8K 0.18% 89
2025
Q1 		$269K Buy
+7,286
New +$260K 0.19% 105

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

Kaufman Rossin Wealth's EXEL Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 6,360 shares — an estimated $279K sold.

Kaufman Rossin Wealth first reported a position in EXEL in Q1 2025 and held it in 4 quarters. The position peaked at $282K in Q2 2025. 695 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 6,360 Exelixis shares in Q1 2026, an estimated $279K.
  • Kaufman Rossin Wealth first reported a position in Exelixis in Q1 2025 and held it in 4 quarters.
  • Kaufman Rossin Wealth's Exelixis position peaked at $282K in Q2 2025.
  • 695 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.