Root Financial Partners
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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
Q3 		$139K Buy
+2,384
New +$133K ﹤0.01% 582
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

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Robeco Institutional Asset Management
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Arbejdsmarkedets Tillaegspension
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EULAV Asset Management
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Livforsakringsbolaget Skandia
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New York State Teachers Retirement System (NYSTRS)
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Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Root Financial Partners's EXEL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Exelixis (EXEL) in Q3 2026: 2,384 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EXEL as recently as Q1 2026.

Root Financial Partners first reported a position in EXEL in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Root Financial Partners held 2,384 shares of Exelixis worth $139K as of Q3 2026.
  • Exelixis was a new Root Financial Partners position in Q3 2026.
  • Exelixis made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #582 holding.
  • Root Financial Partners first reported a position in Exelixis in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.