BWL
EXAS

Bogart Wealth LLC’s Exact Sciences EXAS Stock Holding History

Bogart Wealth LLC’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
Closed -$508 – 1856
2025
Q4 		$508 Sell
5
-6
-55% -$482 ﹤0.01% 1469
2025
Q3 		$602 Buy
+11
New +$550 ﹤0.01% 1364
2023
Q1 		– Sell
-50
Closed -$2.48K – 1139
2022
Q4 		$2.48K Sell
50
-60
-55% -$2.45K ﹤0.01% 778
2022
Q3 		$4K Buy
+110
New +$4.54K ﹤0.01% 716
2022
Q2 		– Sell
-50
Closed -$3K – 908
2022
Q1 		$3K Hold
50
– – ﹤0.01% 628
2021
Q4 		$4K Hold
50
– – ﹤0.01% 577
2021
Q3 		$5K Hold
50
– – ﹤0.01% 534
2021
Q2 		$6K Hold
50
– – ﹤0.01% 497
2021
Q1 		$7K Hold
50
– – ﹤0.01% 442
2020
Q4 		$6K Buy
+50
New +$6.05K ﹤0.01% 367

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

Bogart Wealth LLC's EXAS Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 5 shares — an estimated $508 sold.

Bogart Wealth LLC first reported a position in EXAS in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q1 2021. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 5 Exact Sciences shares in Q1 2026, an estimated $508.
  • Bogart Wealth LLC first reported a position in Exact Sciences in Q4 2020 and held it in 10 quarters.
  • Bogart Wealth LLC's Exact Sciences position peaked at $7K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.