EWM
EXAS

Evermay Wealth Management’s Exact Sciences EXAS Stock Holding History

Evermay Wealth Management’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
-24
Closed -$2.44K – 604
2025
Q4 		$2.44K Sell
24
-26
-52% -$2.09K ﹤0.01% 507
2025
Q3 		$2.74K Hold
50
– – ﹤0.01% 487
2025
Q2 		$2.66K Hold
50
– – ﹤0.01% 493
2025
Q1 		$2.17K Hold
50
– – ﹤0.01% 514
2024
Q4 		$2.81K Hold
50
– – ﹤0.01% 505
2024
Q3 		$3.41K Hold
50
– – ﹤0.01% 523
2024
Q2 		$2.11K Hold
50
– – ﹤0.01% 542
2024
Q1 		$3.45K Hold
50
– – ﹤0.01% 514
2023
Q4 		$3.7K Hold
50
– – ﹤0.01% 493
2023
Q3 		$3.41K Hold
50
– – ﹤0.01% 482
2023
Q2 		$4.7K Hold
50
– – ﹤0.01% 465
2023
Q1 		$3.39K Hold
50
– – ﹤0.01% 471
2022
Q4 		$2.48K Buy
+50
New +$2.04K ﹤0.01% 486

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

Evermay Wealth Management's EXAS Position: Q1 2026 in Review

Evermay Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 24 shares — an estimated $2.44K sold.

Evermay Wealth Management first reported a position in EXAS in Q4 2022 and held it in 13 quarters. The position peaked at $4.7K in Q2 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Evermay Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 24 Exact Sciences shares in Q1 2026, an estimated $2.44K.
  • Evermay Wealth Management first reported a position in Exact Sciences in Q4 2022 and held it in 13 quarters.
  • Evermay Wealth Management's Exact Sciences position peaked at $4.7K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.