MWM
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return