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 Q2	$410K	Sell	7,534 -2,737	-27%	-$133K	﹤0.01%	1224
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 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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Capital Financial Advisors's EXEL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Exelixis (EXEL) stake by 27% in Q2 2026, selling an estimated $133K and leaving 7,534 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

United Capital Financial Advisors first reported a position in EXEL in Q4 2023 and has held it in 7 quarters since. The position peaked at $441K in Q1 2026. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

United Capital Financial Advisors held 7,534 shares of Exelixis worth $410K as of Q2 2026.
United Capital Financial Advisors sold 2,737 Exelixis shares in Q2 2026, an estimated $133K.
Exelixis made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1224 holding.
United Capital Financial Advisors first reported a position in Exelixis in Q4 2023 and has held it in 7 quarters since.
United Capital Financial Advisors's Exelixis position peaked at $441K in Q1 2026.
760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.