Capital Performance Advisors’s Exact Sciences EXAS Stock Holding History

Capital Performance Advisors’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	-3,217	Closed	-$327K	–	486
2025 Q4	$327K	Buy	+3,217	New	+$258K	0.02%	297
2024 Q4	–	Sell	-517	Closed	-$35.2K	–	990
2024 Q3	$35.2K	Buy	+517	New	+$29.2K	0.01%	442

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 $1.16B 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

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

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

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

Capital Performance Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 3,217 shares — an estimated $327K sold.

Capital Performance Advisors first reported a position in EXAS in Q3 2024 and held it in 2 quarters. The position peaked at $327K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Capital Performance Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Capital Performance Advisors sold 3,217 Exact Sciences shares in Q1 2026, an estimated $327K.
Capital Performance Advisors first reported a position in Exact Sciences in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Exact Sciences position peaked at $327K in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.