MWM
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Mission Wealth Management’s Exelixis EXEL Stock Holding History

Mission 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 		$669K Buy
12,301
+6,263
+104% +$305K 0.01% 592
2026
Q1 		$259K Sell
6,038
-235
-4% -$10.1K 0.01% 644
2025
Q4 		$275K Buy
+6,273
New +$259K 0.01% 630

Other funds holding EXEL

BlackRock
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mission Wealth Management increased its Exelixis (EXEL) stake by 104% in Q2 2026, buying an estimated $305K and bringing the position to 12,301 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #592.

Mission Wealth Management first reported a position in EXEL in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Mission Wealth Management held 12,301 shares of Exelixis worth $669K as of Q2 2026.
  • Mission Wealth Management bought 6,263 Exelixis shares in Q2 2026, an estimated $305K.
  • Exelixis made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #592 holding.
  • Mission Wealth Management first reported a position in Exelixis in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

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