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Steward Partners Investment Advisory’s Exelixis EXEL Stock Holding History

Steward Partners Investment Advisory’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 		$1.06M Buy
24,614
+7,768
+46% +$334K 0.01% 1142
2025
Q4 		$738K Buy
16,846
+801
+5% +$33.1K ﹤0.01% 1214
2025
Q3 		$663K Buy
16,045
+6,459
+67% +$260K ﹤0.01% 1243
2025
Q2 		$423K Sell
9,586
-1,753
-15% -$70.1K ﹤0.01% 1382
2025
Q1 		$419K Buy
11,339
+4,289
+61% +$153K ﹤0.01% 1295
2024
Q4 		$235K Buy
7,050
+330
+5% +$10.7K ﹤0.01% 1517
2024
Q3 		$174K Buy
6,720
+3,064
+84% +$76.2K ﹤0.01% 1593
2024
Q2 		$82.2K Buy
3,656
+75
+2% +$1.66K ﹤0.01% 1873
2024
Q1 		$85K Buy
3,581
+286
+9% +$6.36K ﹤0.01% 1849
2023
Q4 		$79K Buy
+3,295
New +$71.6K ﹤0.01% 1787
2023
Q1 		– Sell
-40
Closed -$642 – 3344
2022
Q4 		$642 Buy
+40
New +$652 ﹤0.01% 3172

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T 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 $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 $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

Steward Partners Investment Advisory's EXEL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Exelixis (EXEL) stake by 46% in Q1 2026, buying an estimated $334K and bringing the position to 24,614 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1142.

Steward Partners Investment Advisory first reported a position in EXEL in Q4 2022 and has held it in 11 quarters since. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Steward Partners Investment Advisory held 24,614 shares of Exelixis worth $1.06M as of Q1 2026.
  • Steward Partners Investment Advisory bought 7,768 Exelixis shares in Q1 2026, an estimated $334K.
  • Exelixis made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1142 holding.
  • Steward Partners Investment Advisory first reported a position in Exelixis in Q4 2022 and has held it in 11 quarters since.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.