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LifeSteps Financial’s Exelixis EXEL Stock Holding History

LifeSteps Financial’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 		$4.35K Buy
+80
New +$3.9K ﹤0.01% 560

Other funds holding EXEL

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SAM
Sawgrass Asset Management Ponte Vedra Beach, Florida $757M AUM 36.02% 1-Year Est. Return

LifeSteps Financial's EXEL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Exelixis (EXEL) in Q2 2026: 80 shares worth $4.35K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings.

238 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • LifeSteps Financial held 80 shares of Exelixis worth $4.35K as of Q2 2026.
  • Exelixis was a new LifeSteps Financial position in Q2 2026.
  • Exelixis made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #560 holding.
  • 238 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.