EWA
EXAS

Exencial Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Exencial 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
-13,912
Closed -$1.41M – 577
2025
Q4 		$1.41M Buy
+13,912
New +$1.12M 0.04% 255
2023
Q3 		– Sell
-2,219
Closed -$208K – 427
2023
Q2 		$208K Buy
+2,219
New +$173K 0.01% 413
2022
Q2 		– Sell
-3,489
Closed -$244K – 432
2022
Q1 		$244K Sell
3,489
-2,822
-45% -$206K 0.01% 393
2021
Q4 		$491K Sell
6,311
-1,036
-14% -$91.4K 0.02% 316
2021
Q3 		$701K Sell
7,347
-579
-7% -$61.1K 0.03% 216
2021
Q2 		$985K Buy
7,926
+601
+8% +$71.7K 0.05% 231
2021
Q1 		$965K Buy
7,325
+2,367
+48% +$324K 0.06% 222
2020
Q4 		$657K Buy
4,958
+274
+6% +$33.1K 0.04% 221
2020
Q3 		$478K Buy
4,684
+2,093
+81% +$181K 0.03% 260
2020
Q2 		$225K Buy
+2,591
New +$207K 0.02% 301
2020
Q1 		– Sell
-2,194
Closed -$203K – 248
2019
Q4 		$203K Sell
2,194
-217
-9% -$19.1K 0.04% 258
2019
Q3 		$218K Sell
2,411
-1,671
-41% -$190K 0.05% 230
2019
Q2 		$482K Hold
4,082
– – 0.11% 143
2019
Q1 		$354K Buy
+4,082
New +$347K 0.08% 169

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

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

Exencial Wealth Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 13,912 shares — an estimated $1.41M sold.

Exencial Wealth Advisors first reported a position in EXAS in Q1 2019 and held it in 14 quarters. The position peaked at $1.41M in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Exencial Wealth Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Exencial Wealth Advisors sold 13,912 Exact Sciences shares in Q1 2026, an estimated $1.41M.
  • Exencial Wealth Advisors first reported a position in Exact Sciences in Q1 2019 and held it in 14 quarters.
  • Exencial Wealth Advisors's Exact Sciences position peaked at $1.41M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.