UCFA
EXEL icon

United Capital Financial Advisors’s Exelixis EXEL Stock Holding History

United Capital Financial 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 		$441K Buy
10,271
+4,462
+77% +$192K ﹤0.01% 1126
2025
Q4 		$255K Buy
5,809
+958
+20% +$39.6K ﹤0.01% 1234
2025
Q3 		$200K Buy
4,851
+24
+0.5% +$965 ﹤0.01% 1169
2025
Q2 		$213K Buy
+4,827
New +$193K ﹤0.01% 1028
2025
Q1 		– Sell
-6,231
Closed -$207K – 1082
2024
Q4 		$207K Buy
+6,231
New +$202K ﹤0.01% 1012
2024
Q1 		– Sell
-8,741
Closed -$210K – 1097
2023
Q4 		$210K Buy
+8,741
New +$190K ﹤0.01% 991

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