Principia Wealth Advisory’s Exelixis EXEL Stock Holding History

Principia Wealth Advisory’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	$1.58K	Sell	29 -1	-3%	-$49	﹤0.01%	656
2026 Q1	$1.29K	Buy	30 +6	+25%	+$258	﹤0.01%	635
2025 Q4	$1.05K	Hold	24	–	–	﹤0.01%	654
2025 Q3	$991	Buy	24 +2	+9%	+$80	﹤0.01%	647
2025 Q2	$970	Hold	22	–	–	﹤0.01%	585
2025 Q1	$777	Sell	22 -1	-4%	-$36	﹤0.01%	458
2024 Q4	$766	Buy	+23	New	+$746	﹤0.01%	417

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

Principia Wealth Advisory's EXEL Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Exelixis (EXEL) stake by 3.3% in Q2 2026, selling an estimated $49 and leaving 29 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Principia Wealth Advisory first reported a position in EXEL in Q4 2024 and has held it in 7 quarters since. 756 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Principia Wealth Advisory held 29 shares of Exelixis worth $1.58K as of Q2 2026.
Principia Wealth Advisory sold 1 Exelixis share in Q2 2026, an estimated $49.
Exelixis made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #656 holding.
Principia Wealth Advisory first reported a position in Exelixis in Q4 2024 and has held it in 7 quarters since.
756 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.