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Waverly Advisors’s Exelixis EXEL Stock Holding History

Waverly 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 		$717K Buy
13,174
+509
+4% +$24.8K ﹤0.01% 1013
2026
Q1 		$543K Sell
12,665
-549
-4% -$23.6K ﹤0.01% 1051
2025
Q4 		$579K Buy
13,214
+5,211
+65% +$216K ﹤0.01% 956
2025
Q3 		$331K Buy
+8,003
New +$322K ﹤0.01% 999

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

Waverly Advisors's EXEL Position: Q2 2026 in Review

Waverly Advisors increased its Exelixis (EXEL) stake by 4% in Q2 2026, buying an estimated $24.8K and bringing the position to 13,174 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Waverly 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.

  • Waverly Advisors held 13,174 shares of Exelixis worth $717K as of Q2 2026.
  • Waverly Advisors bought 509 Exelixis shares in Q2 2026, an estimated $24.8K.
  • Exelixis made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1013 holding.
  • Waverly 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.