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
2021 Q4	–	Sell	-2,300	Closed	-$8K	–	2129
2021 Q3	$8K	Buy	2,300 +1,500	+188%	+$158K	﹤0.01%	2081
2021 Q2	$8K	Buy	800 +400	+100%	+$47.7K	﹤0.01%	2021
2021 Q1	$9K	Buy	+400	New	+$54.8K	﹤0.01%	2485
2020 Q4	–	Sell	-400	Closed	-$4K	–	2388
2020 Q3	$4K	Buy	+400	New	+$34.5K	﹤0.01%	2053

Other funds holding EXAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

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.