Pursue Wealth Partners’s Exelixis EXEL Stock Holding History

Pursue Wealth Partners’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	$456K	Hold	10,622	–	–	0.27%	62
2025 Q4	$466K	Hold	10,622	–	–	0.23%	64
2025 Q3	$439K	Hold	10,622	–	–	0.24%	69
2025 Q2	$468K	Hold	10,622	–	–	0.27%	66
2025 Q1	$392K	Hold	10,622	–	–	0.24%	69
2024 Q4	$354K	Sell	10,622 -3,000	-22%	-$97.3K	0.2%	71
2024 Q3	$353K	Hold	13,622	–	–	0.19%	75
2024 Q2	$306K	Sell	13,622 -78	-0.6%	-$1.73K	0.17%	74
2024 Q1	$325K	Hold	13,700	–	–	0.19%	69
2023 Q4	$329K	Sell	13,700 -2,300	-14%	-$50K	0.21%	69
2023 Q3	$350K	Hold	16,000	–	–	0.25%	69
2023 Q2	$306K	Hold	16,000	–	–	0.19%	80
2023 Q1	$311K	Hold	16,000	–	–	0.21%	80
2022 Q4	$257K	Hold	16,000	–	–	0.2%	87
2022 Q3	$251K	Hold	16,000	–	–	0.18%	90
2022 Q2	$333K	Hold	16,000	–	–	0.21%	82
2022 Q1	$367K	Hold	16,000	–	–	0.15%	99
2021 Q4	$292K	Buy	+16,000	New	+$306K	0.11%	118

Other funds holding EXEL

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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