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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EXEL holding history

Exelixis, Inc. in every 13F filed by Creative Planning, 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)
270,292
Value
$14.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EXEL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026270,292$14.7M<0.1%+36,150+15.4%AddedHolders
Q1 2026234,142$10.0M<0.1%+14,870+6.8%AddedHolders
Q4 2025219,272$9.61M<0.1%+108,749+98.4%AddedHolders
Q3 2025110,523$4.56M<0.1%+23,173+26.5%AddedHolders
Q2 202587,350$3.85M<0.1%+1,073+1.2%AddedHolders
Q1 202586,277$3.19M<0.1%+5,682+7.1%AddedHolders
Q4 202480,595$2.68M<0.1%+9,661+13.6%AddedHolders
Q3 202470,934$1.84M<0.1%−766−1.1%ReducedHolders
Q2 202471,700$1.61M<0.1%+548+0.8%AddedHolders
Q1 202471,152$1.69M<0.1%−11,337−13.7%ReducedHolders
Q4 202382,489$1.98M<0.1%+4,913+6.3%AddedHolders
Q3 202377,576$1.70M<0.1%−8,736−10.1%ReducedHolders
Q2 202386,312$1.65M<0.1%−10,419−10.8%ReducedHolders
Q1 202396,731$1.88M<0.1%+21,566+28.7%AddedHolders
Q4 202275,165$1.21M<0.1%−518−0.7%ReducedHolders
Q3 202275,683$1.19M<0.1%+455+0.6%AddedHolders
Q2 202275,228$1.57M<0.1%−951−1.2%ReducedHolders
Q1 202276,179$1.73M<0.1%−1,598−2.1%ReducedHolders
Q4 202177,777$1.42M<0.1%−5,127−6.2%ReducedHolders
Q3 202182,904$1.75M<0.1%−1,872−2.2%ReducedHolders
Q2 202184,776$1.54M<0.1%−27,228−24.3%ReducedHolders
Q1 2021112,004$2.53M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.