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SHP Wealth Management’s Exelixis EXEL Stock Holding History

SHP 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 		$172 Sell
4
-12
-75% -$516 ﹤0.01% 1739
2025
Q4 		$701 Buy
+16
New +$662 ﹤0.01% 1318

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

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

SHP Wealth Management reduced its Exelixis (EXEL) stake by 75% in Q1 2026, selling an estimated $516 and leaving 4 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #1739.

SHP Wealth Management first reported a position in EXEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $701 in Q4 2025. 696 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • SHP Wealth Management held 4 shares of Exelixis worth $172 as of Q1 2026.
  • SHP Wealth Management sold 12 Exelixis shares in Q1 2026, an estimated $516.
  • Exelixis made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1739 holding.
  • SHP Wealth Management first reported a position in Exelixis in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Exelixis position peaked at $701 in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.