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Rothschild Investment LLC’s Exelixis EXEL Stock Holding History

Rothschild Investment 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
Q2 		$639K Buy
11,735
+4,794
+69% +$233K 0.02% 523
2026
Q1 		$298K Sell
6,941
-1,486
-18% -$63.9K 0.02% 553
2025
Q4 		$369K Buy
8,427
+3,595
+74% +$149K 0.02% 444
2025
Q3 		$200K Buy
4,832
+4,827
+96,540% +$194K 0.01% 608
2025
Q2 		$220 Buy
+5
New +$200 ﹤0.01% 2922

Other funds holding EXEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Rothschild Investment LLC's EXEL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Exelixis (EXEL) stake by 69% in Q2 2026, buying an estimated $233K and bringing the position to 11,735 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #523.

Rothschild Investment LLC first reported a position in EXEL in Q2 2025 and has held it in 5 quarters since. 377 funds tracked by Wall St. Rank hold EXEL as of Q2 2026.

  • Rothschild Investment LLC held 11,735 shares of Exelixis worth $639K as of Q2 2026.
  • Rothschild Investment LLC bought 4,794 Exelixis shares in Q2 2026, an estimated $233K.
  • Exelixis made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #523 holding.
  • Rothschild Investment LLC first reported a position in Exelixis in Q2 2025 and has held it in 5 quarters since.
  • 377 funds tracked by Wall St. Rank held Exelixis as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.