KLWA
EXAS

Kelly Lawrence W & Associates’s Exact Sciences EXAS Stock Holding History

Kelly Lawrence W & Associates’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
-200
Closed -$20.3K – 128
2025
Q4 		$20.3K Hold
200
– – ﹤0.01% 120
2025
Q3 		$10.9K Hold
200
– – ﹤0.01% 146
2025
Q2 		$10.6K Sell
200
-960
-83% -$48.8K ﹤0.01% 144
2025
Q1 		$50.2K Hold
1,160
– – 0.01% 115
2024
Q4 		$65.2K Hold
1,160
– – 0.02% 111
2024
Q3 		$79K Hold
1,160
– – 0.02% 109
2024
Q2 		$49K Hold
1,160
– – 0.01% 121
2024
Q1 		$80.1K Hold
1,160
– – 0.02% 103
2023
Q4 		$85.8K Hold
1,160
– – 0.02% 102
2023
Q3 		$79.1K Hold
1,160
– – 0.02% 102
2023
Q2 		$109K Hold
1,160
– – 0.03% 89
2023
Q1 		$78.7K Hold
1,160
– – 0.02% 95
2022
Q4 		$57.4K Hold
1,160
– – 0.02% 100
2022
Q3 		$38K Hold
1,160
– – 0.01% 123
2022
Q2 		$46K Hold
1,160
– – 0.01% 123
2022
Q1 		$81K Hold
1,160
– – 0.02% 101
2021
Q4 		$90K Buy
1,160
+60
+5% +$5.29K 0.02% 104
2021
Q3 		$105K Buy
1,100
+300
+38% +$31.7K 0.02% 94
2021
Q2 		$99K Buy
800
+200
+33% +$23.9K 0.02% 103
2021
Q1 		$79K Buy
600
+200
+50% +$27.4K 0.02% 101
2020
Q4 		$53K Hold
400
– – 0.02% 68
2020
Q3 		$41K Hold
400
– – 0.01% 95
2020
Q2 		$35K Sell
400
-100
-20% -$7.99K 0.01% 92
2020
Q1 		$29K Buy
+500
New +$40.6K 0.01% 97

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 $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

Kelly Lawrence W & Associates's EXAS Position: Q1 2026 in Review

Kelly Lawrence W & Associates sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 200 shares — an estimated $20.3K sold.

Kelly Lawrence W & Associates first reported a position in EXAS in Q1 2020 and held it in 24 quarters. The position peaked at $109K in Q2 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Kelly Lawrence W & Associates reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 200 Exact Sciences shares in Q1 2026, an estimated $20.3K.
  • Kelly Lawrence W & Associates first reported a position in Exact Sciences in Q1 2020 and held it in 24 quarters.
  • Kelly Lawrence W & Associates's Exact Sciences position peaked at $109K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.