EPW
EXAS

Evolve Private Wealth’s Exact Sciences EXAS Stock Holding History

Evolve Private Wealth’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
-8,471
Closed -$860K – 1015
2025
Q4 		$860K Buy
+8,471
New +$680K 0.05% 343

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Evolve Private Wealth's EXAS Position: Q1 2026 in Review

Evolve Private Wealth sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 8,471 shares — an estimated $860K sold.

Evolve Private Wealth first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $860K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Evolve Private Wealth reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 8,471 Exact Sciences shares in Q1 2026, an estimated $860K.
  • Evolve Private Wealth first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Exact Sciences position peaked at $860K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.