CCWM
EXAS

Cassaday & Co Wealth Management’s Exact Sciences EXAS Stock Holding History

Cassaday & Co 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
-2,984
Closed -$303K – 1364
2025
Q4 		$303K Buy
+2,984
New +$240K 0.01% 285

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 $1.1B AUM 30.57% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cassaday & Co Wealth Management's EXAS Position: Q1 2026 in Review

Cassaday & Co Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,984 shares — an estimated $303K sold.

Cassaday & Co Wealth Management first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Cassaday & Co Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 2,984 Exact Sciences shares in Q1 2026, an estimated $303K.
  • Cassaday & Co Wealth Management first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Exact Sciences position peaked at $303K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.