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Kestra Private Wealth Services’s Exelixis EXEL Stock Holding History

Kestra Private Wealth Services’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 		$748K Buy
13,753
+137
+1% +$6.67K 0.01% 1051
2026
Q1 		$584K Sell
13,616
-450
-3% -$19.3K 0.01% 1119
2025
Q4 		$617K Buy
+14,066
New +$582K 0.01% 1050
2025
Q3 		– Sell
-4,834
Closed -$213K – 1700
2025
Q2 		$213K Buy
+4,834
New +$193K ﹤0.01% 1475

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's EXEL Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Exelixis (EXEL) stake by 1% in Q2 2026, buying an estimated $6.67K and bringing the position to 13,753 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #1051.

Kestra Private Wealth Services first reported a position in EXEL in Q2 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Kestra Private Wealth Services held 13,753 shares of Exelixis worth $748K as of Q2 2026.
  • Kestra Private Wealth Services bought 137 Exelixis shares in Q2 2026, an estimated $6.67K.
  • Exelixis made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1051 holding.
  • Kestra Private Wealth Services first reported a position in Exelixis in Q2 2025 and has held it in 4 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.