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MPWM Advisory Solutions’s Exelixis EXEL Stock Holding History

MPWM Advisory Solutions’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
-34
Closed -$1.25K – 610
2025
Q1 		$1.25K Hold
34
– – ﹤0.01% 508
2024
Q4 		$1.13K Buy
+34
New +$1.1K ﹤0.01% 527

Other funds holding EXEL

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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

MPWM Advisory Solutions's EXEL Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Exelixis (EXEL) in Q2 2025, closing a stake of 34 shares — an estimated $1.25K sold.

MPWM Advisory Solutions first reported a position in EXEL in Q4 2024 and held it in 2 quarters. The position peaked at $1.25K in Q1 2025. 633 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Exelixis position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 34 Exelixis shares in Q2 2025, an estimated $1.25K.
  • MPWM Advisory Solutions first reported a position in Exelixis in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Exelixis position peaked at $1.25K in Q1 2025.
  • 633 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.