Rothwell Investment Advisors, LLC’s Exelixis EXEL Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$491K	Buy	+8,405	New	+$469K	0.26%	75

Other funds holding EXEL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Rothwell Investment Advisors, LLC's EXEL Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Exelixis (EXEL) in Q3 2026: 8,405 shares worth $491K. The stake represents 0.26% of the portfolio and ranks #75 among its holdings.

381 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

Rothwell Investment Advisors, LLC held 8,405 shares of Exelixis worth $491K as of Q3 2026.
Exelixis was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Exelixis made up 0.26% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #75 holding.
381 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.