Stratos Wealth Partners
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Stratos Wealth Partners’s Exelixis EXEL Stock Holding History

Stratos Wealth Partners’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
Q3 		$306K Sell
5,240
-362
-6% -$20.2K ﹤0.01% 1378
2026
Q2 		$305K Sell
5,602
-3,491
-38% -$170K ﹤0.01% 1394
2026
Q1 		$390K Buy
9,093
+2,292
+34% +$98.5K ﹤0.01% 1172
2025
Q4 		$298K Sell
6,801
-655
-9% -$27.1K ﹤0.01% 1290
2025
Q3 		$308K Buy
7,456
+730
+11% +$29.3K ﹤0.01% 1241
2025
Q2 		$296K Buy
6,726
+399
+6% +$15.9K ﹤0.01% 1144
2025
Q1 		$234K Buy
+6,327
New +$225K ﹤0.01% 1208
2020
Q4 		– Sell
-8,812
Closed -$215K – 1090
2020
Q3 		$215K Buy
+8,812
New +$206K 0.01% 900
2018
Q4 		– Sell
-3,525
Closed -$62K – 1338
2018
Q3 		$62K Buy
+3,525
New +$68.7K ﹤0.01% 1356
2018
Q2 		– Sell
-2,000
Closed -$44K – 1473
2018
Q1 		$44K Sell
2,000
-800
-29% -$22.1K ﹤0.01% 1642
2017
Q4 		$85K Buy
+2,800
New +$74.5K ﹤0.01% 1256

Other funds holding EXEL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Stratos Wealth Partners's EXEL Position: Q3 2026 in Review

Stratos Wealth Partners reduced its Exelixis (EXEL) stake by 6.5% in Q3 2026, selling an estimated $20.2K and leaving 5,240 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Stratos Wealth Partners first reported a position in EXEL in Q4 2017 and has held it in 11 quarters since. The position peaked at $390K in Q1 2026. 637 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Stratos Wealth Partners held 5,240 shares of Exelixis worth $306K as of Q3 2026.
  • Stratos Wealth Partners sold 362 Exelixis shares in Q3 2026, an estimated $20.2K.
  • Exelixis made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q3 2026, its #1378 holding.
  • Stratos Wealth Partners first reported a position in Exelixis in Q4 2017 and has held it in 11 quarters since.
  • Stratos Wealth Partners's Exelixis position peaked at $390K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Stratos Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.