Position in EXEL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$442,842
+$86,984 QoQ
Shares Held
8,139
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#448
of 751 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Rothschild Wealth LLC holds $1,939,542 across 7 Biotechnology names. EXEL ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXEL |
Exelixis, Inc.
This page
|
8,139 | $442,842 | |
| 2 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
799 | $396,887 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
569 | $354,794 | |
| 4 | INCY |
Incyte Corp
|
2,927 | $331,804 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
5,260 | $300,977 | |
| 6 | INTS |
Intensity Therapeutics, Inc.
|
26,723 | $109,564 | |
| 7 | GOSS |
Gossamer Bio, Inc.
|
16,210 | $2,674 |
All Filings in EXEL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,842 | 8,139 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $355,858 | 8,297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $382,416 | 8,725 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||