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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Legacy Financial Advisors's EXEL Position: Q1 2026 in Review

Legacy Financial Advisors sold out of Exelixis (EXEL) in Q1 2026, closing a stake of 5,077 shares — an estimated $223K sold.

Legacy Financial Advisors first reported a position in EXEL in Q4 2018 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Legacy Financial Advisors reported no remaining Exelixis position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,077 Exelixis shares in Q1 2026, an estimated $223K.
  • Legacy Financial Advisors first reported a position in Exelixis in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Exelixis position peaked at $223K in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.