PWM
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Perigon Wealth Management’s Exelixis EXEL Stock Holding History

Perigon 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
Q1 		$260K Sell
6,051
-5,741
-49% -$247K ﹤0.01% 1074
2025
Q4 		$517K Buy
11,792
+5,694
+93% +$236K 0.01% 782
2025
Q3 		$252K Buy
+6,098
New +$245K 0.01% 1051
2021
Q1 		– Sell
-1,939
Closed -$39K – 667
2020
Q4 		$39K Buy
+1,939
New +$40.6K ﹤0.01% 819
2018
Q2 		– Sell
-2,276
Closed -$50K – 359
2018
Q1 		$50K Hold
2,276
– – 0.02% 307
2017
Q4 		$69K Hold
2,276
– – 0.03% 251
2017
Q3 		$55K Buy
+2,276
New +$60.6K 0.02% 322
2017
Q2 		– Sell
-10
Closed – – 593
2017
Q1 		$0 Buy
+10
New +$203 ﹤0.01% 643

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T 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 $15.3B 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