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Legacy Financial Advisors’s Exelixis EXEL Stock Holding History

Legacy Financial Advisors’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 		$257K Buy
+4,722
New +$230K 0.03% 377
2026
Q1 		– Sell
-5,077
Closed -$223K – 413
2025
Q4 		$223K Buy
+5,077
New +$210K 0.03% 367
2019
Q1 		– Sell
-487
Closed -$10K – 1081
2018
Q4 		$10K Buy
+487
New +$8.68K ﹤0.01% 562

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 $3.37T AUM 44.26% 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

Legacy Financial Advisors's EXEL Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Exelixis (EXEL) in Q2 2026: 4,722 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #377 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in EXEL as recently as Q4 2025.

Legacy Financial Advisors first reported a position in EXEL in Q4 2018 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Legacy Financial Advisors held 4,722 shares of Exelixis worth $257K as of Q2 2026.
  • Exelixis was a new Legacy Financial Advisors position in Q2 2026.
  • Exelixis made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #377 holding.
  • Legacy Financial Advisors first reported a position in Exelixis in Q4 2018 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.