CPIG
EXAS

Chicago Partners Investment Group’s Exact Sciences EXAS Stock Holding History

Chicago Partners Investment Group’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
-7,567
Closed -$774K – 1510
2025
Q4 		$774K Sell
7,567
-5,283
-41% -$424K 0.02% 551
2025
Q3 		$813K Buy
12,850
+1,780
+16% +$88.9K 0.02% 490
2025
Q2 		$536K Buy
11,070
+1,429
+15% +$72.6K 0.02% 571
2025
Q1 		$514K Sell
9,641
-571
-6% -$28.9K 0.02% 512
2024
Q4 		$579K Buy
10,212
+951
+10% +$59.2K 0.02% 463
2024
Q3 		$651K Buy
9,261
+158
+2% +$8.92K 0.02% 423
2024
Q2 		$424K Hold
9,103
– – 0.02% 513
2024
Q1 		$578K Hold
9,103
– – 0.02% 411
2023
Q4 		$585K Hold
9,103
– – 0.03% 393
2023
Q3 		$583K Hold
9,103
– – 0.03% 372
2023
Q2 		$775K Hold
9,103
– – 0.04% 328
2023
Q1 		$603K Hold
9,103
– – 0.04% 345
2022
Q4 		$624K Sell
9,103
-30
-0.3% -$1.23K 0.04% 326
2022
Q3 		$349K Hold
9,133
– – 0.02% 410
2022
Q2 		$412K Hold
9,133
– – 0.03% 370
2022
Q1 		$475K Sell
9,133
-40
-0.4% -$2.92K 0.04% 326
2021
Q4 		$719K Hold
9,173
– – 0.05% 278
2021
Q3 		$826K Buy
9,173
+500
+6% +$52.8K 0.06% 256
2021
Q2 		$984K Buy
8,673
+463
+6% +$55.3K 0.07% 217
2021
Q1 		$1.14M Sell
8,210
-447
-5% -$61.2K 0.09% 181
2020
Q4 		$1.3M Sell
8,657
-1,997
-19% -$242K 0.12% 144
2020
Q3 		$1.34M Sell
10,654
-671
-6% -$57.9K 0.16% 113
2020
Q2 		$1.09M Buy
11,325
+607
+6% +$48.5K 0.14% 122
2020
Q1 		$800K Buy
10,718
+38
+0.4% +$3.08K 0.12% 134
2019
Q4 		$959K Buy
10,680
+33
+0.3% +$2.9K 0.12% 130
2019
Q3 		$947K Sell
10,647
-106
-1% -$12.1K 0.13% 118
2019
Q2 		$1.25M Hold
10,753
– – 0.18% 99
2019
Q1 		$992K Buy
+10,753
New +$915K 0.15% 108
2018
Q4 		– Sell
-3,100
Closed -$191K – 513
2018
Q3 		$191K Buy
3,100
+1,000
+48% +$65.2K 0.03% 313
2018
Q2 		$126K Buy
2,100
+100
+5% +$5.38K 0.02% 345
2018
Q1 		$81K Hold
2,000
– – 0.01% 381
2017
Q4 		$105K Buy
2,000
+500
+33% +$26.7K 0.02% 348
2017
Q3 		$71K Sell
1,500
-2,000
-57% -$80.5K 0.01% 386
2017
Q2 		$80K Buy
+3,500
New +$108K 0.02% 307

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 $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

Chicago Partners Investment Group's EXAS Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 7,567 shares — an estimated $774K sold.

Chicago Partners Investment Group first reported a position in EXAS in Q2 2017 and held it in 34 quarters. The position peaked at $1.34M in Q3 2020. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 7,567 Exact Sciences shares in Q1 2026, an estimated $774K.
  • Chicago Partners Investment Group first reported a position in Exact Sciences in Q2 2017 and held it in 34 quarters.
  • Chicago Partners Investment Group's Exact Sciences position peaked at $1.34M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.