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Root Financial Partners’s Exelixis EXEL Stock Holding History

Root Financial Partners’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
-2,331
Closed -$100K – 1300
2026
Q1 		$100K Buy
2,331
+1,550
+198% +$66.6K ﹤0.01% 563
2025
Q4 		$34.2K Buy
781
+109
+16% +$4.51K ﹤0.01% 881
2025
Q3 		$27.8K Buy
+672
New +$27K ﹤0.01% 936

Other funds holding EXEL

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SAM
Sawgrass Asset Management Ponte Vedra Beach, Florida $757M AUM 36.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's EXEL Position: Q2 2026 in Review

Root Financial Partners sold out of Exelixis (EXEL) in Q2 2026, closing a stake of 2,331 shares — an estimated $100K sold.

Root Financial Partners first reported a position in EXEL in Q3 2025 and held it in 3 quarters. The position peaked at $100K in Q1 2026. 227 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Root Financial Partners reported no remaining Exelixis position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,331 Exelixis shares in Q2 2026, an estimated $100K.
  • Root Financial Partners first reported a position in Exelixis in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Exelixis position peaked at $100K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.