Lido Advisors
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Lido Advisors’s Exelixis EXEL Stock Holding History

Lido 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
Q3 		$584K Sell
9,993
-10
-0.1% -$558 ﹤0.01% 1388
2026
Q2 		$544K Buy
10,003
+4,174
+72% +$203K ﹤0.01% 1431
2026
Q1 		$250K Buy
+5,829
New +$251K ﹤0.01% 1666

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LSV Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Lido Advisors's EXEL Position: Q3 2026 in Review

Lido Advisors reduced its Exelixis (EXEL) stake by 0.1% in Q3 2026, selling an estimated $558 and leaving 9,993 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Lido Advisors first reported a position in EXEL in Q1 2026 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Lido Advisors held 9,993 shares of Exelixis worth $584K as of Q3 2026.
  • Lido Advisors sold 10 Exelixis shares in Q3 2026, an estimated $558.
  • Exelixis made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1388 holding.
  • Lido Advisors first reported a position in Exelixis in Q1 2026 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.