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Peak Retirement Planning’s Exelixis EXEL Stock Holding History

Peak Retirement Planning’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
Q1 		$3.52M Buy
82,120
+19,614
+31% +$843K 0.7% 32
2025
Q4 		$2.74M Buy
62,506
+6,031
+11% +$249K 0.64% 44
2025
Q3 		$2.33M Buy
+56,475
New +$2.27M 0.66% 34

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Peak Retirement Planning's EXEL Position: Q1 2026 in Review

Peak Retirement Planning increased its Exelixis (EXEL) stake by 31% in Q1 2026, buying an estimated $843K and bringing the position to 82,120 shares worth $3.52M. The position accounts for 0.7% of the portfolio, ranked #32.

Peak Retirement Planning first reported a position in EXEL in Q3 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Peak Retirement Planning held 82,120 shares of Exelixis worth $3.52M as of Q1 2026.
  • Peak Retirement Planning bought 19,614 Exelixis shares in Q1 2026, an estimated $843K.
  • Exelixis made up 0.7% of Peak Retirement Planning's portfolio in Q1 2026, its #32 holding.
  • Peak Retirement Planning first reported a position in Exelixis in Q3 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.