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Sheets Smith Wealth Management’s Exelixis EXEL Stock Holding History

Sheets Smith 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
2025
Q3 		– Sell
-11,778
Closed -$519K – 409
2025
Q2 		$519K Buy
+11,778
New +$471K 0.06% 278
2018
Q1 		– Sell
-10,326
Closed -$314K – 321
2017
Q4 		$314K Buy
10,326
+220
+2% +$5.85K 0.07% 259
2017
Q3 		$245K Buy
+10,106
New +$269K 0.06% 282

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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

Sheets Smith Wealth Management's EXEL Position: Q3 2025 in Review

Sheets Smith Wealth Management sold out of Exelixis (EXEL) in Q3 2025, closing a stake of 11,778 shares — an estimated $519K sold.

Sheets Smith Wealth Management first reported a position in EXEL in Q3 2017 and held it in 3 quarters. The position peaked at $519K in Q2 2025. 621 funds tracked by Wall St. Rank hold EXEL as of Q3 2025.

  • Sheets Smith Wealth Management reported no remaining Exelixis position as of Q3 2025 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 11,778 Exelixis shares in Q3 2025, an estimated $519K.
  • Sheets Smith Wealth Management first reported a position in Exelixis in Q3 2017 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Exelixis position peaked at $519K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Exelixis as of Q3 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.