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Modern Wealth Management’s Exelixis EXEL Stock Holding History

Modern 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 		$375K Buy
+6,897
New +$336K ﹤0.01% 802
2025
Q2 		– Sell
-6,797
Closed -$251K – 784
2025
Q1 		$251K Buy
+6,797
New +$242K 0.01% 583

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management opened a new position in Exelixis (EXEL) in Q2 2026: 6,897 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in EXEL as recently as Q1 2025.

Modern Wealth Management first reported a position in EXEL in Q1 2025 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Modern Wealth Management held 6,897 shares of Exelixis worth $375K as of Q2 2026.
  • Exelixis was a new Modern Wealth Management position in Q2 2026.
  • Exelixis made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #802 holding.
  • Modern Wealth Management first reported a position in Exelixis in Q1 2025 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.