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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
Q2 		$478K Sell
8,794
-1,839
-17% -$89.5K 0.01% 563
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 $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

Spire Wealth Management's EXEL Position: Q2 2026 in Review

Spire Wealth Management reduced its Exelixis (EXEL) stake by 17% in Q2 2026, selling an estimated $89.5K and leaving 8,794 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #563.

Spire Wealth Management first reported a position in EXEL in Q1 2021 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Spire Wealth Management held 8,794 shares of Exelixis worth $478K as of Q2 2026.
  • Spire Wealth Management sold 1,839 Exelixis shares in Q2 2026, an estimated $89.5K.
  • Exelixis made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #563 holding.
  • Spire Wealth Management first reported a position in Exelixis in Q1 2021 and has held it in 11 quarters since.
  • 758 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.