CAG
EXAS

Crestwood Advisors Group’s Exact Sciences EXAS Stock Holding History

Crestwood Advisors 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
-6,046
Closed -$614K – 780
2025
Q4 		$614K Buy
6,046
+906
+18% +$72.8K 0.01% 352
2025
Q3 		$281K Sell
5,140
-9
-0.2% -$450 ﹤0.01% 479
2025
Q2 		$274K Buy
5,149
+328
+7% +$16.7K ﹤0.01% 464
2025
Q1 		$209K Sell
4,821
-19
-0.4% -$962 ﹤0.01% 480
2024
Q4 		$272K Buy
4,840
+527
+12% +$32.8K 0.01% 401
2024
Q3 		$294K Buy
+4,313
New +$243K 0.01% 371
2024
Q2 		– Sell
-4,501
Closed -$311K – 434
2024
Q1 		$311K Hold
4,501
– – 0.01% 345
2023
Q4 		$333K Sell
4,501
-305
-6% -$20K 0.01% 316
2023
Q3 		$328K Buy
+4,806
New +$408K 0.01% 286

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

Crestwood Advisors Group's EXAS Position: Q1 2026 in Review

Crestwood Advisors Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 6,046 shares — an estimated $614K sold.

Crestwood Advisors Group first reported a position in EXAS in Q3 2023 and held it in 9 quarters. The position peaked at $614K in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Crestwood Advisors Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Crestwood Advisors Group sold 6,046 Exact Sciences shares in Q1 2026, an estimated $614K.
  • Crestwood Advisors Group first reported a position in Exact Sciences in Q3 2023 and held it in 9 quarters.
  • Crestwood Advisors Group's Exact Sciences position peaked at $614K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.