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Rise Advisors’s Exelixis EXEL Stock Holding History

Rise 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
2025
Q4 		– Sell
-623
Closed -$25.7K – 552
2025
Q3 		$25.7K Hold
623
– – 0.01% 444
2025
Q2 		$27.5K Hold
623
– – 0.01% 378
2025
Q1 		$23K Sell
623
-566
-48% -$20.2K 0.01% 432
2024
Q4 		$39.6K Hold
1,189
– – 0.02% 290
2024
Q3 		$30.9K Hold
1,189
– – 0.01% 400
2024
Q2 		$26.7K Hold
1,189
– – 0.01% 432
2024
Q1 		$28.2K Buy
+1,189
New +$26.4K 0.02% 410

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's EXEL Position: Q4 2025 in Review

Rise Advisors sold out of Exelixis (EXEL) in Q4 2025, closing a stake of 623 shares — an estimated $25.7K sold.

Rise Advisors first reported a position in EXEL in Q1 2024 and held it in 7 quarters. The position peaked at $39.6K in Q4 2024. 685 funds tracked by Wall St. Rank hold EXEL as of Q4 2025.

  • Rise Advisors reported no remaining Exelixis position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 623 Exelixis shares in Q4 2025, an estimated $25.7K.
  • Rise Advisors first reported a position in Exelixis in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Exelixis position peaked at $39.6K in Q4 2024.
  • 685 funds tracked by Wall St. Rank held Exelixis as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.