Asset Planning Inc’s Exact Sciences EXAS Stock Holding History

Asset Planning Inc’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	-388	Closed	-$39.4K	–	306
2025 Q4	$39.4K	Sell	388 -315	-45%	-$25.3K	0.03%	165
2025 Q3	$38.5K	Hold	703	–	–	0.03%	170
2025 Q2	$37.4K	Hold	703	–	–	0.03%	167
2025 Q1	$30.4K	Hold	703	–	–	0.02%	181
2024 Q4	$39.5K	Buy	+703	New	+$43.7K	0.03%	165

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 $1.1B 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

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

Asset Planning Inc's EXAS Position: Q1 2026 in Review

Asset Planning Inc sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 388 shares — an estimated $39.4K sold.

Asset Planning Inc first reported a position in EXAS in Q4 2024 and held it in 5 quarters. The position peaked at $39.5K in Q4 2024. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Asset Planning Inc reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Asset Planning Inc sold 388 Exact Sciences shares in Q1 2026, an estimated $39.4K.
Asset Planning Inc first reported a position in Exact Sciences in Q4 2024 and held it in 5 quarters.
Asset Planning Inc's Exact Sciences position peaked at $39.5K in Q4 2024.
6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.