Ritholtz Wealth Management’s Exelixis EXEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.73M Sell
68,589
-9,373
-12% -$456K 0.06% 253
2026
Q1
$3.34M Sell
77,962
-4,275
-5% -$184K 0.06% 251
2025
Q4
$3.6M Sell
82,237
-5,006
-6% -$207K 0.07% 215
2025
Q3
$3.6M Buy
87,243
+19,662
+29% +$790K 0.07% 191
2025
Q2
$2.98M Buy
67,581
+47,537
+237% +$1.9M 0.07% 202
2025
Q1
$740K Buy
+20,044
New +$714K 0.02% 478

Other funds holding EXEL

Ritholtz Wealth Management's EXEL Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Exelixis (EXEL) stake by 12% in Q2 2026, selling an estimated $456K and leaving 68,589 shares worth $3.73M. The position accounts for 0.06% of the portfolio, ranked #253.

Ritholtz Wealth Management first reported a position in EXEL in Q1 2025 and has held it in 6 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Ritholtz Wealth Management held 68,589 shares of Exelixis worth $3.73M as of Q2 2026.
  • Ritholtz Wealth Management sold 9,373 Exelixis shares in Q2 2026, an estimated $456K.
  • Exelixis made up 0.06% of Ritholtz Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Ritholtz Wealth Management first reported a position in Exelixis in Q1 2025 and has held it in 6 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.