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True Wealth Design’s Exelixis EXEL Stock Holding History

True Wealth Design’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 		$162K Sell
2,973
-48
-2% -$2.34K 0.04% 148
2026
Q1 		$130K Sell
3,021
-97
-3% -$4.17K 0.04% 160
2025
Q4 		$137K Buy
3,118
+1,032
+49% +$42.7K 0.04% 132
2025
Q3 		$86.2K Sell
2,086
-380
-15% -$15.3K 0.03% 195
2025
Q2 		$109K Sell
2,466
-519
-17% -$20.7K 0.04% 98
2025
Q1 		$110K Buy
2,985
+732
+32% +$26.1K 0.04% 79
2024
Q4 		$75K Buy
2,253
+1,554
+222% +$50.4K 0.03% 98
2024
Q3 		$18.1K Sell
699
-36,166
-98% -$899K 0.01% 335
2024
Q2 		$828K Buy
36,865
+1,435
+4% +$31.8K 0.2% 72
2024
Q1 		$841K Buy
35,430
+914
+3% +$20.3K 0.21% 74
2023
Q4 		$828K Buy
+34,516
New +$750K 0.23% 62

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

True Wealth Design's EXEL Position: Q2 2026 in Review

True Wealth Design reduced its Exelixis (EXEL) stake by 1.6% in Q2 2026, selling an estimated $2.34K and leaving 2,973 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #148.

True Wealth Design first reported a position in EXEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $841K in Q1 2024. 756 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • True Wealth Design held 2,973 shares of Exelixis worth $162K as of Q2 2026.
  • True Wealth Design sold 48 Exelixis shares in Q2 2026, an estimated $2.34K.
  • Exelixis made up 0.04% of True Wealth Design's portfolio in Q2 2026, its #148 holding.
  • True Wealth Design first reported a position in Exelixis in Q4 2023 and has held it in 11 quarters since.
  • True Wealth Design's Exelixis position peaked at $841K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.