James T. Borello RIA
EXEL icon

James T. Borello RIA’s Exelixis EXEL Stock Holding History

James T. Borello RIA’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 		$2.63K Buy
45
+8
+22% +$446 ﹤0.01% 883
2026
Q2 		$2.01K Buy
37
+34
+1,133% +$1.66K ﹤0.01% 945
2026
Q1 		$129 Buy
3
+1
+50% +$43 ﹤0.01% 1141
2025
Q4 		$88 Buy
+2
New +$83 ﹤0.01% 1097

Other funds holding EXEL

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

James T. Borello RIA's EXEL Position: Q3 2026 in Review

James T. Borello RIA increased its Exelixis (EXEL) stake by 22% in Q3 2026, buying an estimated $446 and bringing the position to 45 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

James T. Borello RIA first reported a position in EXEL in Q4 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • James T. Borello RIA held 45 shares of Exelixis worth $2.63K as of Q3 2026.
  • James T. Borello RIA bought 8 Exelixis shares in Q3 2026, an estimated $446.
  • Exelixis made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #883 holding.
  • James T. Borello RIA first reported a position in Exelixis in Q4 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.