MWM
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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
2025
Q2 		– Sell
-6,797
Closed -$251K – 784
2025
Q1 		$251K Buy
+6,797
New +$242K 0.01% 583

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FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Modern Wealth Management's EXEL Position: Q2 2025 in Review

Modern Wealth Management sold out of Exelixis (EXEL) in Q2 2025, closing a stake of 6,797 shares — an estimated $251K sold.

Modern Wealth Management first reported a position in EXEL in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 633 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • Modern Wealth Management reported no remaining Exelixis position as of Q2 2025 after selling out during the quarter.
  • Modern Wealth Management sold 6,797 Exelixis shares in Q2 2025, an estimated $251K.
  • Modern Wealth Management first reported a position in Exelixis in Q1 2025 and held it in 1 quarter.
  • Modern Wealth Management's Exelixis position peaked at $251K in Q1 2025.
  • 633 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on Modern Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.