Carson Wealth (CWM LLC)
EXAS

Carson Wealth (CWM LLC)’s Exact Sciences EXAS Stock Holding History

Carson Wealth (CWM 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
-121,092
Closed -$12.3M – 5719
2025
Q4 		$12.3M Buy
121,092
+50,139
+71% +$4.03M 0.03% 448
2025
Q3 		$3.88M Buy
70,953
+28,975
+69% +$1.45M 0.01% 820
2025
Q2 		$2.23M Buy
41,978
+20,662
+97% +$1.05M 0.01% 911
2025
Q1 		$923K Buy
21,316
+6,217
+41% +$315K ﹤0.01% 1173
2024
Q4 		$848K Buy
15,099
+4,645
+44% +$289K ﹤0.01% 1171
2024
Q3 		$712K Buy
10,454
+4,248
+68% +$240K ﹤0.01% 1182
2024
Q2 		$262K Sell
6,206
-914
-13% -$50.3K ﹤0.01% 1451
2024
Q1 		$492K Sell
7,120
-589
-8% -$37.3K ﹤0.01% 1151
2023
Q4 		$570K Buy
7,709
+583
+8% +$38.2K ﹤0.01% 1012
2023
Q3 		$486K Buy
7,126
+1,851
+35% +$157K ﹤0.01% 986
2023
Q2 		$495K Sell
5,275
-1,041
-16% -$81.2K ﹤0.01% 942
2023
Q1 		$428K Buy
6,316
+1,589
+34% +$102K ﹤0.01% 935
2022
Q4 		$234K Buy
4,727
+354
+8% +$14.5K ﹤0.01% 1040
2022
Q3 		$142K Sell
4,373
-658
-13% -$27.1K ﹤0.01% 1183
2022
Q2 		$198K Buy
5,031
+490
+11% +$26.2K ﹤0.01% 1049
2022
Q1 		$318K Sell
4,541
-1,267
-22% -$92.6K ﹤0.01% 864
2021
Q4 		$452K Buy
+5,808
New +$513K ﹤0.01% 756
2021
Q2 		$13M Hold
104,633
– – 0.1% 176
2021
Q1 		$13M Hold
104,633
– – 0.1% 176
2020
Q4 		$13M Hold
104,633
– – 0.1% 176
2020
Q3 		$13M Hold
104,633
– – 0.1% 176
2020
Q2 		$13M Hold
104,633
– – 0.1% 176
2020
Q1 		$13M Hold
104,633
– – 0.1% 176
2019
Q4 		$13M Hold
104,633
– – 0.1% 176
2019
Q3 		$13M Hold
104,633
– – 0.1% 176
2019
Q2 		$13M Hold
104,633
– – 0.1% 176
2019
Q1 		$13M Buy
104,633
+104,019
+16,941% +$8.85M 0.1% 176
2018
Q4 		$39K Buy
614
+544
+777% +$37.3K ﹤0.01% 934
2018
Q3 		$6K Buy
+70
New +$4.57K ﹤0.01% 1284
2018
Q1 		– Sell
-113
Closed -$6K – 1445
2017
Q4 		$6K Hold
113
– – ﹤0.01% 1026
2017
Q3 		$5K Buy
+113
New +$4.55K ﹤0.01% 1074

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

Carson Wealth (CWM LLC)'s EXAS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 121,092 shares — an estimated $12.3M sold.

Carson Wealth (CWM LLC) first reported a position in EXAS in Q3 2017 and held it in 31 quarters. The position peaked at $13M in Q2 2021. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 121,092 Exact Sciences shares in Q1 2026, an estimated $12.3M.
  • Carson Wealth (CWM LLC) first reported a position in Exact Sciences in Q3 2017 and held it in 31 quarters.
  • Carson Wealth (CWM LLC)'s Exact Sciences position peaked at $13M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.