Lifestyle Asset Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.55M Buy
46,882
+940
+2% +$45.8K 0.69% 35
2026
Q1
$1.97M Buy
45,942
+4,504
+11% +$194K 0.64% 38
2025
Q4
$1.82M Buy
41,438
+3,630
+10% +$150K 0.59% 46
2025
Q3
$1.56M Buy
37,808
+5,538
+17% +$223K 0.53% 53
2025
Q2
$1.42M Buy
+32,270
New +$1.29M 0.66% 31

Other funds holding EXEL

Lifestyle Asset Management's EXEL Position: Q2 2026 in Review

Lifestyle Asset Management increased its Exelixis (EXEL) stake by 2% in Q2 2026, buying an estimated $45.8K and bringing the position to 46,882 shares worth $2.55M. The position accounts for 0.69% of the portfolio, ranked #35.

Lifestyle Asset Management first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Lifestyle Asset Management held 46,882 shares of Exelixis worth $2.55M as of Q2 2026.
  • Lifestyle Asset Management bought 940 Exelixis shares in Q2 2026, an estimated $45.8K.
  • Exelixis made up 0.69% of Lifestyle Asset Management's portfolio in Q2 2026, its #35 holding.
  • Lifestyle Asset Management first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.