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Valued Wealth Advisors’s Exelixis EXEL Stock Holding History

Valued 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
Q2 		$6.47K Buy
119
+39
+49% +$1.9K ﹤0.01% 393
2026
Q1 		$3.43K Buy
80
+76
+1,900% +$3.27K ﹤0.01% 456
2025
Q4 		$176 Buy
4
+3
+300% +$124 ﹤0.01% 596
2025
Q3 		$42 Buy
+1
New +$40 ﹤0.01% 612

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's EXEL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Exelixis (EXEL) stake by 49% in Q2 2026, buying an estimated $1.9K and bringing the position to 119 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Valued Wealth Advisors first reported a position in EXEL in Q3 2025 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Valued Wealth Advisors held 119 shares of Exelixis worth $6.47K as of Q2 2026.
  • Valued Wealth Advisors bought 39 Exelixis shares in Q2 2026, an estimated $1.9K.
  • Exelixis made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #393 holding.
  • Valued Wealth Advisors first reported a position in Exelixis in Q3 2025 and has held it in 4 quarters since.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.