Key Financial Inc’s Exact Sciences EXAS Stock Holding History

Key Financial 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	-22	Closed	-$2.23K	–	1411
2025 Q4	$2.23K	Hold	22	–	–	﹤0.01%	1158
2025 Q3	$1.24K	Sell	22 -1	-4%	-$50	﹤0.01%	1245
2025 Q2	$1.22K	Hold	23	–	–	﹤0.01%	1250
2025 Q1	$996	Hold	23	–	–	﹤0.01%	1231
2024 Q4	$1.29K	Hold	23	–	–	﹤0.01%	1199
2024 Q3	$1.57K	Buy	23 +5	+28%	+$282	﹤0.01%	1138
2024 Q2	$760	Hold	18	–	–	﹤0.01%	1210
2024 Q1	$1.24K	Hold	18	–	–	﹤0.01%	1155
2023 Q4	$1.33K	Hold	18	–	–	﹤0.01%	1147
2023 Q3	$1.23K	Hold	18	–	–	﹤0.01%	1165
2023 Q2	$1.69K	Hold	18	–	–	﹤0.01%	1187
2023 Q1	$1.22K	Hold	18	–	–	﹤0.01%	1009
2022 Q4	$585	Hold	18	–	–	﹤0.01%	1085
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1022
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1010
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	999
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	885
2021 Q3	$2K	Buy	+18	New	+$1.9K	﹤0.01%	800

Other funds holding EXAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Key Financial Inc's EXAS Position: Q1 2026 in Review

Key Financial Inc sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 22 shares — an estimated $2.23K sold.

Key Financial Inc first reported a position in EXAS in Q3 2021 and held it in 18 quarters. The position peaked at $2.23K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Key Financial Inc reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 22 Exact Sciences shares in Q1 2026, an estimated $2.23K.
Key Financial Inc first reported a position in Exact Sciences in Q3 2021 and held it in 18 quarters.
Key Financial Inc's Exact Sciences position peaked at $2.23K in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.