Mascoma Wealth Management’s Exelixis EXEL Stock Holding History

Mascoma Wealth Management’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	$5.44K	Hold	100	–	–	﹤0.01%	371
2026 Q1	$4.29K	Hold	100	–	–	﹤0.01%	376
2025 Q4	$4.38K	Hold	100	–	–	﹤0.01%	376
2025 Q3	$4.13K	Hold	100	–	–	﹤0.01%	389
2025 Q2	$4.41K	Hold	100	–	–	﹤0.01%	390
2025 Q1	$3.69K	Buy	+100	New	+$3.56K	﹤0.01%	425
2018 Q3	–	Sell	-1,000	Closed	-$22K	–	399
2018 Q2	$22K	Hold	1,000	–	–	0.02%	214
2018 Q1	$22K	Hold	1,000	–	–	0.01%	212
2017 Q4	$30K	Hold	1,000	–	–	0.02%	176
2017 Q3	$24K	Hold	1,000	–	–	0.02%	208
2017 Q2	$25K	Hold	1,000	–	–	0.02%	214
2017 Q1	$22K	Hold	1,000	–	–	0.02%	208
2016 Q4	$15K	Buy	+1,000	New	+$14.4K	0.01%	237

Other funds holding EXEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mascoma Wealth Management's EXEL Position: Q2 2026 in Review

Mascoma Wealth Management held its Exelixis (EXEL) position steady in Q2 2026 at 100 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Mascoma Wealth Management first reported a position in EXEL in Q4 2016 and has held it in 13 quarters since. The position peaked at $30K in Q4 2017. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Mascoma Wealth Management held 100 shares of Exelixis worth $5.44K as of Q2 2026.
Mascoma Wealth Management left its Exelixis share count unchanged in Q2 2026.
Exelixis made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #371 holding.
Mascoma Wealth Management first reported a position in Exelixis in Q4 2016 and has held it in 13 quarters since.
Mascoma Wealth Management's Exelixis position peaked at $30K in Q4 2017.
758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.