CAL
EXAS

Capital Advisors Ltd’s Exact Sciences EXAS Stock Holding History

Capital Advisors Ltd’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
-21
Closed -$2K – 1436
2025
Q4 		$2K Hold
21
– – ﹤0.01% 1074
2025
Q3 		$1K Hold
21
– – ﹤0.01% 1183
2025
Q2 		$1K Buy
21
+9
+75% +$457 ﹤0.01% 1181
2025
Q1 		$1K Hold
12
– – ﹤0.01% 1169
2024
Q4 		$1K Hold
12
– – ﹤0.01% 1192
2024
Q3 		$1K Hold
12
– – ﹤0.01% 1189
2024
Q2 		$1K Sell
12
-4
-25% -$220 ﹤0.01% 1173
2024
Q1 		$1K Buy
16
+4
+33% +$253 ﹤0.01% 1174
2023
Q4 		$1K Hold
12
– – ﹤0.01% 1126
2023
Q3 		$1K Hold
12
– – ﹤0.01% 1118
2023
Q2 		$1K Sell
12
-33
-73% -$2.57K ﹤0.01% 1130
2023
Q1 		$3K Buy
45
+33
+275% +$2.12K ﹤0.01% 802
2022
Q4 		$1K Sell
12
-29
-71% -$1.19K ﹤0.01% 986
2022
Q3 		$1K Buy
+41
New +$1.69K ﹤0.01% 1008
2022
Q1 		– Sell
-3
Closed – – 988
2021
Q4 		$0 Buy
+3
New +$265 ﹤0.01% 852

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

Capital Advisors Ltd's EXAS Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 21 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in EXAS in Q4 2021 and held it in 15 quarters. The position peaked at $3K in Q1 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Exact Sciences shares in Q1 2026, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Exact Sciences in Q4 2021 and held it in 15 quarters.
  • Capital Advisors Ltd's Exact Sciences position peaked at $3K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.