GA
EXAS

Goldstein Advisors’s Exact Sciences EXAS Stock Holding History

Goldstein 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
-9,200
Closed -$934K – 231
2025
Q4 		$934K Sell
9,200
-1,927
-17% -$155K 0.11% 71
2025
Q3 		$609K Buy
11,127
+1,171
+12% +$58.5K 0.07% 94
2025
Q2 		$529K Sell
9,956
-2,298
-19% -$117K 0.07% 91
2025
Q1 		$530K Buy
12,254
+6,523
+114% +$330K 0.08% 91
2024
Q4 		$322K Sell
5,731
-726
-11% -$45.2K 0.05% 129
2024
Q3 		$440K Buy
6,457
+21
+0.3% +$1.19K 0.07% 95
2024
Q2 		$272K Buy
6,436
+676
+12% +$37.2K 0.05% 127
2024
Q1 		$398K Sell
5,760
-56
-1% -$3.54K 0.07% 95
2023
Q4 		$430K Buy
5,816
+10
+0.2% +$655 0.07% 113
2023
Q3 		$396K Sell
5,806
-125
-2% -$10.6K 0.08% 83
2023
Q2 		$557K Buy
5,931
+235
+4% +$18.3K 0.12% 69
2023
Q1 		$386K Buy
5,696
+286
+5% +$18.4K 0.08% 90
2022
Q4 		$268K Buy
+5,410
New +$221K 0.06% 108

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 $45.5B AUM 21.01% 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