AW
EXAS

Avion Wealth’s Exact Sciences EXAS Stock Holding History

Avion Wealth’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
-31
Closed -$3K – 1348
2025
Q4 		$3K Buy
31
+10
+48% +$803 ﹤0.01% 772
2025
Q3 		$1K Sell
21
-9
-30% -$450 ﹤0.01% 1005
2025
Q2 		$1K Buy
30
+9
+43% +$457 ﹤0.01% 962
2025
Q1 		$1K Hold
21
– – ﹤0.01% 854
2024
Q4 		$1K Buy
21
+5
+31% +$311 ﹤0.01% 851
2024
Q3 		$1K Buy
16
+9
+129% +$508 ﹤0.01% 802
2024
Q2 		$0 Buy
+7
New +$385 ﹤0.01% 1026
2023
Q3 		– Sell
-250
Closed -$23K – 918
2023
Q2 		$23K Buy
+250
New +$19.5K 0.01% 218

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 $1.16B 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
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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Avion Wealth's EXAS Position: Q1 2026 in Review

Avion Wealth sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 31 shares — an estimated $3K sold.

Avion Wealth first reported a position in EXAS in Q2 2023 and held it in 8 quarters. The position peaked at $23K in Q2 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Avion Wealth reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Avion Wealth sold 31 Exact Sciences shares in Q1 2026, an estimated $3K.
  • Avion Wealth first reported a position in Exact Sciences in Q2 2023 and held it in 8 quarters.
  • Avion Wealth's Exact Sciences position peaked at $23K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.