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Legacy Wealth Management (Idaho)’s Exelixis EXEL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-135
Closed -$5.79K – 436
2026
Q1 		$5.79K Sell
135
-63
-32% -$2.71K ﹤0.01% 586
2025
Q4 		$8.68K Buy
+198
New +$8.19K ﹤0.01% 451

Other funds holding EXEL

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FCM
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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

Legacy Wealth Management (Idaho)'s EXEL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 135 shares — an estimated $5.79K sold.

Legacy Wealth Management (Idaho) first reported a position in EXEL in Q4 2025 and held it in 2 quarters. The position peaked at $8.68K in Q4 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 135 Exelixis shares in Q2 2026, an estimated $5.79K.
  • Legacy Wealth Management (Idaho) first reported a position in Exelixis in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Exelixis position peaked at $8.68K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.