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Whipplewood Advisors’s Exelixis EXEL Stock Holding History

Whipplewood 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 		– Sell
-167
Closed -$7.16K – 795
2026
Q1 		$7.16K Buy
+167
New +$7.18K ﹤0.01% 547
2025
Q3 		– Sell
-201
Closed -$8.86K – 599
2025
Q2 		$8.86K Buy
201
+93
+86% +$3.72K ﹤0.01% 587
2025
Q1 		$4.91K Sell
108
-11
-9% -$392 ﹤0.01% 701
2024
Q4 		$3.96K Buy
+119
New +$3.86K ﹤0.01% 741

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

Whipplewood Advisors's EXEL Position: Q2 2026 in Review

Whipplewood Advisors sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 167 shares — an estimated $7.16K sold.

Whipplewood Advisors first reported a position in EXEL in Q4 2024 and held it in 4 quarters. The position peaked at $8.86K in Q2 2025. 760 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Whipplewood Advisors reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 167 Exelixis shares in Q2 2026, an estimated $7.16K.
  • Whipplewood Advisors first reported a position in Exelixis in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Exelixis position peaked at $8.86K in Q2 2025.
  • 760 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.