Envestnet Portfolio Solutions
EXAS

Envestnet Portfolio Solutions’s Exact Sciences EXAS Stock Holding History

Envestnet Portfolio Solutions’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
-8,005
Closed -$813K – 1348
2025
Q4 		$813K Sell
8,005
-4,411
-36% -$354K ﹤0.01% 840
2025
Q3 		$679K Sell
12,416
-1,739
-12% -$86.9K ﹤0.01% 904
2025
Q2 		$752K Sell
14,155
-58,727
-81% -$2.98M ﹤0.01% 911
2025
Q1 		$3.16M Buy
72,882
+55,063
+309% +$2.79M 0.01% 479
2024
Q4 		$1M Sell
17,819
-2,106
-11% -$131K ﹤0.01% 925
2024
Q3 		$1.36M Buy
19,925
+432
+2% +$24.4K ﹤0.01% 796
2024
Q2 		$824K Sell
19,493
-296
-1% -$16.3K ﹤0.01% 929
2024
Q1 		$1.37M Sell
19,789
-2,130
-10% -$135K 0.01% 747
2023
Q4 		$1.62M Buy
21,919
+1,200
+6% +$78.7K 0.01% 649
2023
Q3 		$1.41M Buy
+20,719
New +$1.76M 0.01% 654

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