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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
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 $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