Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Exelixis EXEL Stock Holding History

Kovitz Investment Group Partners’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 		$810K Hold
14,885
– – 0.02% 337
2026
Q1 		$638K Hold
14,885
– – 0.01% 373
2025
Q4 		$652K Sell
14,885
-4,592
-24% -$190K 0.01% 368
2025
Q3 		$804K Buy
19,477
+381
+2% +$15.3K ﹤0.01% 890
2025
Q2 		$842K Sell
19,096
-379
-2% -$15.1K ﹤0.01% 843
2025
Q1 		$719K Buy
19,475
+209
+1% +$7.45K ﹤0.01% 822
2024
Q4 		$642K Buy
19,266
+1,527
+9% +$49.5K ﹤0.01% 835
2024
Q3 		$421K Buy
+17,739
New +$441K ﹤0.01% 788

Other funds holding EXEL

BlackRock
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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

Kovitz Investment Group Partners's EXEL Position: Q2 2026 in Review

Kovitz Investment Group Partners held its Exelixis (EXEL) position steady in Q2 2026 at 14,885 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #337.

Kovitz Investment Group Partners first reported a position in EXEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $842K in Q2 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Kovitz Investment Group Partners held 14,885 shares of Exelixis worth $810K as of Q2 2026.
  • Kovitz Investment Group Partners left its Exelixis share count unchanged in Q2 2026.
  • Exelixis made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #337 holding.
  • Kovitz Investment Group Partners first reported a position in Exelixis in Q3 2024 and has held it in 8 quarters since.
  • Kovitz Investment Group Partners's Exelixis position peaked at $842K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.