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 Q2	$8.16K	Hold	150	–	–	﹤0.01%	921
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 $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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's EXEL Position: Q2 2026 in Review

Key Financial Inc held its Exelixis (EXEL) position steady in Q2 2026 at 150 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Key Financial Inc first reported a position in EXEL in Q4 2021 and has held it in 19 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Key Financial Inc held 150 shares of Exelixis worth $8.16K as of Q2 2026.
Key Financial Inc left its Exelixis share count unchanged in Q2 2026.
Exelixis made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #921 holding.
Key Financial Inc first reported a position in Exelixis in Q4 2021 and has held it in 19 quarters since.
760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.