PWMG
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Private Wealth Management Group’s Exelixis EXEL Stock Holding History

Private Wealth Management Group’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 		$12.3K Hold
287
– – ﹤0.01% 469
2025
Q4 		$12.6K Hold
287
– – ﹤0.01% 444
2025
Q3 		$11.9K Hold
287
– – ﹤0.01% 463
2025
Q2 		$12.7K Hold
287
– – ﹤0.01% 423
2025
Q1 		$10.6K Hold
287
– – ﹤0.01% 446
2024
Q4 		$9.56K Hold
287
– – ﹤0.01% 489
2024
Q3 		$7.45K Hold
287
– – ﹤0.01% 568
2024
Q2 		$6.45K Buy
287
+164
+133% +$3.64K ﹤0.01% 606
2024
Q1 		$2.92K Buy
123
+11
+10% +$245 ﹤0.01% 820
2023
Q4 		$2.69K Buy
+112
New +$2.44K ﹤0.01% 851

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