CWP
EXAS

Concord Wealth Partners’s Exact Sciences EXAS Stock Holding History

Concord Wealth Partners’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
-100
Closed -$10.2K – 380
2025
Q4 		$10.2K Hold
100
– – ﹤0.01% 535
2025
Q3 		$5.47K Hold
100
– – ﹤0.01% 607
2025
Q2 		$5.31K Hold
100
– – ﹤0.01% 623
2025
Q1 		$4.33K Hold
100
– – ﹤0.01% 603
2024
Q4 		$5.62K Hold
100
– – ﹤0.01% 588
2024
Q3 		$6.81K Sell
100
-29
-22% -$1.64K ﹤0.01% 594
2024
Q2 		$5.45K Hold
129
– – ﹤0.01% 566
2024
Q1 		$8.91K Hold
129
– – ﹤0.01% 584
2023
Q4 		$9.54K Sell
129
-68
-35% -$4.46K ﹤0.01% 573
2023
Q3 		$13.4K Sell
197
-223
-53% -$18.9K ﹤0.01% 570
2023
Q2 		$39.4K Buy
420
+97
+30% +$7.57K 0.01% 395
2023
Q1 		$21.9K Sell
323
-1,498
-82% -$96.3K 0.01% 474
2022
Q4 		$90.2K Buy
+1,821
New +$74.4K 0.03% 277
2022
Q3 		– Sell
-3,385
Closed -$133K – 471
2022
Q2 		$133K Buy
3,385
+2,633
+350% +$141K 0.04% 219
2022
Q1 		$53K Sell
752
-283
-27% -$20.7K 0.01% 424
2021
Q4 		$81K Buy
1,035
+780
+306% +$68.8K 0.02% 342
2021
Q3 		$24K Sell
255
-117
-31% -$12.4K 0.01% 349
2021
Q2 		$46K Buy
372
+348
+1,450% +$41.5K 0.01% 367
2021
Q1 		$3K Buy
+24
New +$3.29K ﹤0.01% 754

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

Concord Wealth Partners's EXAS Position: Q1 2026 in Review

Concord Wealth Partners sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 100 shares — an estimated $10.2K sold.

Concord Wealth Partners first reported a position in EXAS in Q1 2021 and held it in 19 quarters. The position peaked at $133K in Q2 2022. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Concord Wealth Partners reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 100 Exact Sciences shares in Q1 2026, an estimated $10.2K.
  • Concord Wealth Partners first reported a position in Exact Sciences in Q1 2021 and held it in 19 quarters.
  • Concord Wealth Partners's Exact Sciences position peaked at $133K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.