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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
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
BlackRock New York $6.73T AUM 46.02% 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 $17.5B 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 $3.37T AUM 44.26% 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 $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXEL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Exelixis (EXEL) stake by 25% in Q1 2026, selling an estimated $65.6K and leaving 4,683 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Wealthspire Advisors (New York) first reported a position in EXEL in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 696 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,683 shares of Exelixis worth $201K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 1,525 Exelixis shares in Q1 2026, an estimated $65.6K.
  • Exelixis made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #871 holding.
  • Wealthspire Advisors (New York) first reported a position in Exelixis in Q2 2025 and has held it in 4 quarters since.
  • Wealthspire Advisors (New York)'s Exelixis position peaked at $272K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.