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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

EXEL holding history

Exelixis, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXEL overviewAll 13F holders of EXELFull Q2 2026 holdings

Shares (Q2 2026)
426
Value
$23.2K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of EXEL by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026426$23.2K<0.1%−5,957−93.3%ReducedHolders
Q1 20266,383$273.8K<0.1%−3,236−33.6%ReducedHolders
Q4 20259,619$421.6K<0.1%+6,371+196.2%AddedHolders
Q3 20253,248$134.1K<0.1%+861+36.1%AddedHolders
Q2 20252,387$105.2K<0.1%+217+10.0%AddedHolders
Q1 20252,170$80.1K<0.1%+1,090+100.9%AddedHolders
Q4 20241,080$36.0K<0.1%+660+157.1%AddedHolders
Q3 2024420$10.9K<0.1%00.0%UnchangedHolders
Q2 2024420$9.44K<0.1%00.0%UnchangedHolders
Q1 2024420$8.93K<0.1%+420NewHolders