PWMAI
EXAS

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Exact Sciences EXAS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-1
Closed -$102 – 537
2025
Q4 		$102 Hold
1
– – ﹤0.01% 520
2025
Q3 		$55 Hold
1
– – ﹤0.01% 532
2025
Q2 		$53 Hold
1
– – ﹤0.01% 490
2025
Q1 		$43 Hold
1
– – ﹤0.01% 472
2024
Q4 		$56 Hold
1
– – ﹤0.01% 467
2024
Q3 		$68 Hold
1
– – ﹤0.01% 370
2024
Q2 		$42 Hold
1
– – ﹤0.01% 356
2024
Q1 		$69 Hold
1
– – ﹤0.01% 343
2023
Q4 		$74 Hold
1
– – ﹤0.01% 312
2023
Q3 		$68 Sell
1
-101
-99% -$8.57K ﹤0.01% 262
2023
Q2 		$94 Buy
102
+101
+10,100% +$7.88K ﹤0.01% 263
2023
Q1 		$68 Hold
1
– – ﹤0.01% 316
2022
Q4 		$50 Buy
+1
New +$41 ﹤0.01% 262

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EXAS Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 1 share — an estimated $102 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EXAS in Q4 2022 and held it in 13 quarters. The position peaked at $102 in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1 Exact Sciences share in Q1 2026, an estimated $102.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Exact Sciences in Q4 2022 and held it in 13 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Exact Sciences position peaked at $102 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.