BTWM
EXAS

Baker Tilly Wealth Management’s Exact Sciences EXAS Stock Holding History

Baker Tilly 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
-5,484
Closed -$557K – 296
2025
Q4 		$557K Hold
5,484
– – 0.14% 147
2025
Q3 		$300K Hold
5,484
– – 0.07% 216
2025
Q2 		$291K Hold
5,484
– – 0.1% 186
2025
Q1 		$237K Buy
5,484
+2
+0% +$101 0.09% 214
2024
Q4 		$308K Sell
5,482
-2
-0% -$124 0.12% 185
2024
Q3 		$374K Buy
5,484
+13
+0.2% +$734 0.17% 146
2024
Q2 		$231K Sell
5,471
-137
-2% -$7.54K 0.09% 241
2024
Q1 		$387K Buy
5,608
+13
+0.2% +$822 0.07% 305
2023
Q4 		$414K Sell
5,595
-370
-6% -$24.3K 0.07% 327
2023
Q3 		$407K Buy
+5,965
New +$506K 0.07% 304

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Baker Tilly Wealth Management's EXAS Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 5,484 shares — an estimated $557K sold.

Baker Tilly Wealth Management first reported a position in EXAS in Q3 2023 and held it in 10 quarters. The position peaked at $557K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,484 Exact Sciences shares in Q1 2026, an estimated $557K.
  • Baker Tilly Wealth Management first reported a position in Exact Sciences in Q3 2023 and held it in 10 quarters.
  • Baker Tilly Wealth Management's Exact Sciences position peaked at $557K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

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