EWA
EXAS

EverSource Wealth Advisors’s Exact Sciences EXAS Stock Holding History

EverSource Wealth Advisors’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
-5,158
Closed -$524K – 4431
2025
Q4 		$524K Buy
5,158
+2,213
+75% +$178K 0.02% 529
2025
Q3 		$161K Sell
2,945
-259
-8% -$12.9K 0.01% 1017
2025
Q2 		$170K Buy
3,204
+2,159
+207% +$110K 0.01% 931
2025
Q1 		$45.2K Buy
1,045
+324
+45% +$16.4K ﹤0.01% 1282
2024
Q4 		$40.5K Buy
721
+46
+7% +$2.86K ﹤0.01% 1279
2024
Q3 		$46K Sell
675
-45
-6% -$2.54K ﹤0.01% 1106
2024
Q2 		$32.9K Buy
720
+12
+2% +$660 ﹤0.01% 1284
2024
Q1 		$42K Buy
708
+340
+92% +$21.5K ﹤0.01% 1054
2023
Q4 		$27.2K Buy
368
+149
+68% +$9.77K ﹤0.01% 1116
2023
Q3 		$14.9K Sell
219
-31
-12% -$2.63K ﹤0.01% 1245
2023
Q2 		$23.5K Sell
250
-20
-7% -$1.56K ﹤0.01% 1089
2023
Q1 		$18.3K Buy
270
+54
+25% +$3.47K ﹤0.01% 1113
2022
Q4 		$10.7K Buy
216
+136
+170% +$5.56K ﹤0.01% 1307
2022
Q3 		$2K Buy
80
+75
+1,500% +$3.09K ﹤0.01% 1661
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1766
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1756
2021
Q4 		$0 Buy
+5
New +$441 ﹤0.01% 1764

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

EverSource Wealth Advisors's EXAS Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 5,158 shares — an estimated $524K sold.

EverSource Wealth Advisors first reported a position in EXAS in Q4 2021 and held it in 17 quarters. The position peaked at $524K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 5,158 Exact Sciences shares in Q1 2026, an estimated $524K.
  • EverSource Wealth Advisors first reported a position in Exact Sciences in Q4 2021 and held it in 17 quarters.
  • EverSource Wealth Advisors's Exact Sciences position peaked at $524K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.