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Ritholtz Wealth Management’s Exelixis EXEL Stock Holding History

Ritholtz Wealth Management’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 		$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

BlackRock
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
FCM
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
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

Ritholtz Wealth Management's EXEL Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Exelixis (EXEL) stake by 5.2% in Q1 2026, selling an estimated $184K and leaving 77,962 shares worth $3.34M. The position accounts for 0.06% of the portfolio, ranked #251.

Ritholtz Wealth Management first reported a position in EXEL in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.6M in Q4 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Ritholtz Wealth Management held 77,962 shares of Exelixis worth $3.34M as of Q1 2026.
  • Ritholtz Wealth Management sold 4,275 Exelixis shares in Q1 2026, an estimated $184K.
  • Exelixis made up 0.06% of Ritholtz Wealth Management's portfolio in Q1 2026, its #251 holding.
  • Ritholtz Wealth Management first reported a position in Exelixis in Q1 2025 and has held it in 5 quarters since.
  • Ritholtz Wealth Management's Exelixis position peaked at $3.6M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.