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Mount Yale Investment Advisors’s Exelixis EXEL Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-1,357
Closed -$59.8K – 978
2025
Q2 		$59.8K Buy
+1,357
New +$54.2K ﹤0.01% 767

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Yale Investment Advisors's EXEL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Exelixis (EXEL) in Q3 2025, closing a stake of 1,357 shares — an estimated $59.8K sold.

Mount Yale Investment Advisors first reported a position in EXEL in Q2 2025 and held it in 1 quarter. The position peaked at $59.8K in Q2 2025. 621 funds tracked by Wall St. Rank hold EXEL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Exelixis position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,357 Exelixis shares in Q3 2025, an estimated $59.8K.
  • Mount Yale Investment Advisors first reported a position in Exelixis in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Exelixis position peaked at $59.8K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Exelixis as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.