AAS
EXAS

Annex Advisory Services’s Exact Sciences EXAS Stock Holding History

Annex Advisory Services’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
-2,371
Closed -$241K – 383
2025
Q4 		$241K Buy
+2,371
New +$190K ﹤0.01% 319
2023
Q3 		– Sell
-2,396
Closed -$225K – 258
2023
Q2 		$225K Buy
+2,396
New +$187K 0.01% 231
2022
Q2 		– Sell
-3,407
Closed -$238K – 258
2022
Q1 		$238K Sell
3,407
-36
-1% -$2.63K 0.02% 219
2021
Q4 		$268K Buy
3,443
+1,294
+60% +$114K 0.02% 200
2021
Q3 		$205K Sell
2,149
-740
-26% -$78.1K 0.02% 199
2021
Q2 		$359K Hold
2,889
– – 0.03% 166
2021
Q1 		$381K Hold
2,889
– – 0.04% 148
2020
Q4 		$383K Buy
2,889
+200
+7% +$24.2K 0.04% 140
2020
Q3 		$274K Sell
2,689
-58
-2% -$5.01K 0.03% 112
2020
Q2 		$239K Buy
+2,747
New +$219K 0.03% 114
2018
Q4 		– Sell
-3,000
Closed -$237K – 132
2018
Q3 		$237K Buy
+3,000
New +$196K 0.04% 112

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
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

Annex Advisory Services's EXAS Position: Q1 2026 in Review

Annex Advisory Services sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,371 shares — an estimated $241K sold.

Annex Advisory Services first reported a position in EXAS in Q3 2018 and held it in 11 quarters. The position peaked at $383K in Q4 2020. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Annex Advisory Services reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 2,371 Exact Sciences shares in Q1 2026, an estimated $241K.
  • Annex Advisory Services first reported a position in Exact Sciences in Q3 2018 and held it in 11 quarters.
  • Annex Advisory Services's Exact Sciences position peaked at $383K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.