TPWA
EXEL icon

Twin Peaks Wealth Advisors’s Exelixis EXEL Stock Holding History

Twin Peaks Wealth Advisors’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 		$11.8K Buy
+275
New +$11.8K ﹤0.01% 975
2025
Q3 		– Sell
-229
Closed -$8.69K – 789
2025
Q2 		$8.69K Buy
+229
New +$9.15K ﹤0.01% 1014

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

Twin Peaks Wealth Advisors's EXEL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Exelixis (EXEL) in Q1 2026: 275 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EXEL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EXEL in Q2 2025 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 275 shares of Exelixis worth $11.8K as of Q1 2026.
  • Exelixis was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Exelixis made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #975 holding.
  • Twin Peaks Wealth Advisors first reported a position in Exelixis in Q2 2025 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.