Retirement Guys Formula
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Retirement Guys Formula’s Exelixis EXEL Stock Holding History

Retirement Guys Formula’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 		$307K Buy
5,253
+69
+1% +$3.85K 0.11% 125
2026
Q2 		$282K Sell
5,184
-9
-0.2% -$438 0.11% 129
2026
Q1 		$223K Buy
5,193
+181
+4% +$7.78K 0.1% 132
2025
Q4 		$220K Buy
5,012
+42
+0.8% +$1.74K 0.1% 138
2025
Q3 		$205K Buy
4,970
+251
+5% +$10.1K 0.07% 164
2025
Q2 		$208K Buy
+4,719
New +$189K 0.08% 138

Other funds holding EXEL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Retirement Guys Formula's EXEL Position: Q3 2026 in Review

Retirement Guys Formula increased its Exelixis (EXEL) stake by 1.3% in Q3 2026, buying an estimated $3.85K and bringing the position to 5,253 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #125.

Retirement Guys Formula first reported a position in EXEL in Q2 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Retirement Guys Formula held 5,253 shares of Exelixis worth $307K as of Q3 2026.
  • Retirement Guys Formula bought 69 Exelixis shares in Q3 2026, an estimated $3.85K.
  • Exelixis made up 0.11% of Retirement Guys Formula's portfolio in Q3 2026, its #125 holding.
  • Retirement Guys Formula first reported a position in Exelixis in Q2 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.