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Whalen Wealth Management’s Exelixis EXEL Stock Holding History

Whalen Wealth Management’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 		$447K Sell
10,426
-950
-8% -$40.8K 0.24% 107
2025
Q4 		$499K Sell
11,376
-1,393
-11% -$57.6K 0.27% 93
2025
Q3 		$527K Buy
+12,769
New +$513K 0.31% 71

Other funds holding EXEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return

Whalen Wealth Management's EXEL Position: Q1 2026 in Review

Whalen Wealth Management reduced its Exelixis (EXEL) stake by 8.4% in Q1 2026, selling an estimated $40.8K and leaving 10,426 shares worth $447K. The position accounts for 0.24% of the portfolio, ranked #107.

Whalen Wealth Management first reported a position in EXEL in Q3 2025 and has held it in 3 quarters since. The position peaked at $527K in Q3 2025. 694 funds tracked by Wall St. Rank hold EXEL as of Q1 2026.

  • Whalen Wealth Management held 10,426 shares of Exelixis worth $447K as of Q1 2026.
  • Whalen Wealth Management sold 950 Exelixis shares in Q1 2026, an estimated $40.8K.
  • Exelixis made up 0.24% of Whalen Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Whalen Wealth Management first reported a position in Exelixis in Q3 2025 and has held it in 3 quarters since.
  • Whalen Wealth Management's Exelixis position peaked at $527K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Exelixis as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.