Key Financial Inc’s Exelixis EXEL Stock Holding History

Key Financial Inc’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	$6.43K	Hold	150	–	–	﹤0.01%	981
2025 Q4	$6.57K	Hold	150	–	–	﹤0.01%	980
2025 Q3	$6.18K	Hold	150	–	–	﹤0.01%	995
2025 Q2	$6.61K	Hold	150	–	–	﹤0.01%	971
2025 Q1	$5.54K	Hold	150	–	–	﹤0.01%	969
2024 Q4	$5K	Hold	150	–	–	﹤0.01%	993
2024 Q3	$3.89K	Hold	150	–	–	﹤0.01%	1025
2024 Q2	$3.37K	Hold	150	–	–	﹤0.01%	1036
2024 Q1	$3.56K	Hold	150	–	–	﹤0.01%	1020
2023 Q4	$3.6K	Hold	150	–	–	﹤0.01%	1019
2023 Q3	$3.28K	Hold	150	–	–	﹤0.01%	1043
2023 Q2	$2.87K	Hold	150	–	–	﹤0.01%	1112
2023 Q1	$2.91K	Hold	150	–	–	﹤0.01%	897
2022 Q4	$2.35K	Hold	150	–	–	﹤0.01%	931
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	942
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	880
2022 Q1	$3K	Hold	150	–	–	﹤0.01%	865
2021 Q4	$3K	Buy	+150	New	+$2.87K	﹤0.01%	776

Other funds holding EXEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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