Wealthspire Advisors (New York)’s Exelixis EXEL Stock Holding History

Wealthspire Advisors (New York)’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	$218K	Sell	4,002 -681	-15%	-$33.2K	﹤0.01%	1140
2026 Q1	$201K	Sell	4,683 -1,525	-25%	-$65.6K	﹤0.01%	871
2025 Q4	$272K	Buy	6,208 +1,458	+31%	+$60.3K	﹤0.01%	848
2025 Q3	$196K	Sell	4,750 -260	-5%	-$10.4K	﹤0.01%	801
2025 Q2	$221K	Buy	+5,010	New	+$200K	﹤0.01%	756

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

Wealthspire Advisors (New York)'s EXEL Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Exelixis (EXEL) stake by 15% in Q2 2026, selling an estimated $33.2K and leaving 4,002 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Wealthspire Advisors (New York) first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

Wealthspire Advisors (New York) held 4,002 shares of Exelixis worth $218K as of Q2 2026.
Wealthspire Advisors (New York) sold 681 Exelixis shares in Q2 2026, an estimated $33.2K.
Exelixis made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1140 holding.
Wealthspire Advisors (New York) first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Exelixis position peaked at $272K in Q4 2025.
760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.