Physician Wealth Advisors’s Exelixis EXEL Stock Holding History

Physician Wealth 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
2026 Q2	$3.65K	Buy	67 +39	+139%	+$1.9K	﹤0.01%	1240
2026 Q1	$1.2K	Hold	28	–	–	﹤0.01%	1574
2025 Q4	$1.23K	Sell	28 -12	-30%	-$496	﹤0.01%	1511
2025 Q3	$1.65K	Sell	40 -6	-13%	-$241	﹤0.01%	1313
2025 Q2	$2.03K	Buy	46 +28	+156%	+$1.12K	﹤0.01%	1040
2025 Q1	$665	Buy	+18	New	+$641	﹤0.01%	1298

Other funds holding EXEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's EXEL Position: Q2 2026 in Review

Physician Wealth Advisors increased its Exelixis (EXEL) stake by 139% in Q2 2026, buying an estimated $1.9K and bringing the position to 67 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Physician Wealth Advisors first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Physician Wealth Advisors held 67 shares of Exelixis worth $3.65K as of Q2 2026.
Physician Wealth Advisors bought 39 Exelixis shares in Q2 2026, an estimated $1.9K.
Exelixis made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1240 holding.
Physician Wealth Advisors first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.