Abound Wealth Management’s Exact Sciences EXAS Stock Holding History

Abound Wealth Management’s Portfolio EXAS Stock Details EXAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24	Closed	-$2.41K	–	1535
2025 Q4	$2.41K	Hold	24	–	–	﹤0.01%	818
2025 Q3	$1.3K	Hold	24	–	–	﹤0.01%	849
2025 Q2	$1.26K	Buy	+24	New	+$1.22K	﹤0.01%	784
2025 Q1	–	Sell	-2	Closed	-$94	–	1292
2024 Q4	$94	Buy	+2	New	+$124	﹤0.01%	1210
2023 Q4	–	Sell	-24	Closed	-$1.62K	–	1376
2023 Q3	$1.62K	Hold	24	–	–	﹤0.01%	639
2023 Q2	$2.23K	Hold	24	–	–	﹤0.01%	634
2023 Q1	$1.61K	Hold	24	–	–	﹤0.01%	607
2022 Q4	$1.18K	Hold	24	–	–	﹤0.01%	600
2022 Q3	$774	Buy	+24	New	+$989	﹤0.01%	629

Other funds holding EXAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Abound Wealth Management's EXAS Position: Q1 2026 in Review

Abound Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 24 shares — an estimated $2.41K sold.

Abound Wealth Management first reported a position in EXAS in Q3 2022 and held it in 9 quarters. The position peaked at $2.41K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Abound Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Abound Wealth Management sold 24 Exact Sciences shares in Q1 2026, an estimated $2.41K.
Abound Wealth Management first reported a position in Exact Sciences in Q3 2022 and held it in 9 quarters.
Abound Wealth Management's Exact Sciences position peaked at $2.41K in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.