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Spire Wealth Management’s Exelixis EXEL Stock Holding History

Spire 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 		$456K Buy
10,633
+990
+10% +$42.6K 0.02% 566
2025
Q4 		$423K Buy
9,643
+416
+5% +$17.2K 0.01% 580
2025
Q3 		$381K Buy
9,227
+2,004
+28% +$80.5K 0.01% 602
2025
Q2 		$318K Sell
7,223
-3,168
-30% -$127K 0.01% 627
2025
Q1 		$384K Buy
10,391
+1,381
+15% +$49.2K 0.01% 647
2024
Q4 		$300K Buy
9,010
+3,000
+50% +$97.3K 0.01% 708
2024
Q3 		$156K Buy
6,010
+5,200
+642% +$129K 0.01% 794
2024
Q2 		$18.2K Buy
+810
New +$18K ﹤0.01% 1470
2022
Q1 		– Sell
-95
Closed -$2K – 2634
2021
Q4 		$2K Buy
+95
New +$1.82K ﹤0.01% 2771
2021
Q2 		– Sell
-95
Closed -$2K – 2697
2021
Q1 		$2K Buy
+95
New +$2.15K ﹤0.01% 2841

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T 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 $15.3B 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