SVWA
EXEL icon

Sarver Vrooman Wealth Advisors’s Exelixis EXEL Stock Holding History

Sarver Vrooman Wealth 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
2026
Q2 		$57.2K Sell
1,029
-45
-4% -$2.19K 0.03% 52
2026
Q1 		$46.1K Buy
1,074
+57
+6% +$2.45K 0.03% 63
2025
Q4 		$44.6K Sell
1,017
-612
-38% -$25.3K 0.03% 71
2025
Q3 		$67.3K Hold
1,629
– – 0.04% 53
2025
Q2 		$71.8K Buy
+1,629
New +$65.1K 0.05% 41

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sarver Vrooman Wealth Advisors's EXEL Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Exelixis (EXEL) stake by 4.2% in Q2 2026, selling an estimated $2.19K and leaving 1,029 shares worth $57.2K. The position accounts for 0.03% of the portfolio, ranked #52.

Sarver Vrooman Wealth Advisors first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.8K in Q2 2025. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 1,029 shares of Exelixis worth $57.2K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 45 Exelixis shares in Q2 2026, an estimated $2.19K.
  • Exelixis made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • Sarver Vrooman Wealth Advisors's Exelixis position peaked at $71.8K in Q2 2025.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.