Creative Planning
EXAS

Creative Planning’s Exact Sciences EXAS Stock Holding History

Creative Planning’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
-52,872
Closed -$5.37M – 4139
2025
Q4 		$5.37M Buy
52,872
+5,144
+11% +$413K ﹤0.01% 961
2025
Q3 		$2.61M Buy
47,728
+5,480
+13% +$274K ﹤0.01% 1334
2025
Q2 		$2.25M Buy
42,248
+9,456
+29% +$480K ﹤0.01% 1233
2025
Q1 		$1.42M Sell
32,792
-3,106
-9% -$157K ﹤0.01% 1439
2024
Q4 		$2.02M Sell
35,898
-2,162
-6% -$135K ﹤0.01% 1131
2024
Q3 		$2.59M Buy
38,060
+4,906
+15% +$277K ﹤0.01% 932
2024
Q2 		$1.4M Buy
33,154
+4,954
+18% +$273K ﹤0.01% 1181
2024
Q1 		$1.95M Buy
28,200
+6,181
+28% +$391K ﹤0.01% 967
2023
Q4 		$1.63M Buy
22,019
+2,361
+12% +$155K ﹤0.01% 996
2023
Q3 		$1.34M Sell
19,658
-1,351
-6% -$115K ﹤0.01% 1027
2023
Q2 		$1.97M Buy
21,009
+10,766
+105% +$840K ﹤0.01% 823
2023
Q1 		$695K Sell
10,243
-956
-9% -$61.4K ﹤0.01% 1285
2022
Q4 		$554K Sell
11,199
-17,344
-61% -$709K ﹤0.01% 1372
2022
Q3 		$927K Buy
28,543
+5,636
+25% +$232K ﹤0.01% 994
2022
Q2 		$902K Sell
22,907
-5,650
-20% -$302K ﹤0.01% 1016
2022
Q1 		$2M Buy
28,557
+6,698
+31% +$490K ﹤0.01% 725
2021
Q4 		$1.7M Buy
21,859
+672
+3% +$59.3K ﹤0.01% 740
2021
Q3 		$2.02M Buy
21,187
+15,426
+268% +$1.63M ﹤0.01% 683
2021
Q2 		$716K Sell
5,761
-3,850
-40% -$459K ﹤0.01% 1089
2021
Q1 		$1.27M Sell
9,611
-8,818
-48% -$1.21M ﹤0.01% 914
2020
Q4 		$2.44M Sell
18,429
-17,634
-49% -$2.13M 0.01% 591
2020
Q3 		$3.68M Sell
36,063
-8,595
-19% -$742K 0.01% 378
2020
Q2 		$3.88M Sell
44,658
-13,769
-24% -$1.1M 0.01% 328
2020
Q1 		$3.39M Sell
58,427
-7,772
-12% -$631K 0.01% 306
2019
Q4 		$6.12M Sell
66,199
-14,168
-18% -$1.25M 0.02% 260
2019
Q3 		$7.26M Buy
80,367
+19,976
+33% +$2.28M 0.02% 233
2019
Q2 		$7.13M Sell
60,391
-12,422
-17% -$1.25M 0.02% 232
2019
Q1 		$6.31M Buy
72,813
+6,241
+9% +$531K 0.02% 230
2018
Q4 		$4.2M Buy
66,572
+9,665
+17% +$663K 0.02% 277
2018
Q3 		$4.49M Sell
56,907
-9,760
-15% -$636K 0.02% 294
2018
Q2 		$3.99M Sell
66,667
-6,965
-9% -$375K 0.02% 309
2018
Q1 		$2.97M Buy
73,632
+20,326
+38% +$992K 0.01% 370
2017
Q4 		$2.8M Sell
53,306
-4,062
-7% -$217K 0.01% 375
2017
Q3 		$2.7M Buy
57,368
+4,075
+8% +$164K 0.01% 378
2017
Q2 		$1.89M Sell
53,293
-54,796
-51% -$1.69M 0.01% 454
2017
Q1 		$2.55M Sell
108,089
-53,975
-33% -$1.07M 0.01% 355
2016
Q4 		$2.17M Buy
162,064
+14,219
+10% +$230K 0.01% 383
2016
Q3 		$2.75M Sell
147,845
-48,595
-25% -$856K 0.02% 314
2016
Q2 		$2.41M Buy
196,440
+136,360
+227% +$1.03M 0.02% 301
2016
Q1 		$405K Buy
60,080
+27,900
+87% +$178K ﹤0.01% 839
2015
Q4 		$297K Buy
32,180
+29,480
+1,092% +$274K ﹤0.01% 994
2015
Q3 		$49K Buy
+2,700
New +$62K ﹤0.01% 2051
2015
Q2 		– Sell
-700
Closed -$15K – 1695
2015
Q1 		$15K Buy
700
+200
+40% +$5.07K ﹤0.01% 2918
2014
Q4 		$14K Buy
500
+300
+150% +$7.3K ﹤0.01% 2908
2014
Q3 		$4K Hold
200
– – ﹤0.01% 3384
2014
Q2 		$3K Buy
+200
New +$2.75K ﹤0.01% 3395

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

Creative Planning's EXAS Position: Q1 2026 in Review

Creative Planning sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 52,872 shares — an estimated $5.37M sold.

Creative Planning first reported a position in EXAS in Q2 2014 and held it in 46 quarters. The position peaked at $7.26M in Q3 2019. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Creative Planning reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 52,872 Exact Sciences shares in Q1 2026, an estimated $5.37M.
  • Creative Planning first reported a position in Exact Sciences in Q2 2014 and held it in 46 quarters.
  • Creative Planning's Exact Sciences position peaked at $7.26M in Q3 2019.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.