LRI Investments’s Exact Sciences EXAS Stock Holding History

LRI Investments’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	-18	Closed	-$1.83K	–	1446
2025 Q4	$1.83K	Hold	18	–	–	﹤0.01%	1214
2025 Q3	$985	Hold	18	–	–	﹤0.01%	1258
2025 Q2	$957	Hold	18	–	–	﹤0.01%	1216
2025 Q1	$779	Hold	18	–	–	﹤0.01%	1166
2024 Q4	$1.01K	Hold	18	–	–	﹤0.01%	1109
2024 Q3	$917	Buy	+18	New	+$1.02K	﹤0.01%	1107

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

LRI Investments's EXAS Position: Q1 2026 in Review

LRI Investments sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 18 shares — an estimated $1.83K sold.

LRI Investments first reported a position in EXAS in Q3 2024 and held it in 6 quarters. The position peaked at $1.83K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

LRI Investments reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 18 Exact Sciences shares in Q1 2026, an estimated $1.83K.
LRI Investments first reported a position in Exact Sciences in Q3 2024 and held it in 6 quarters.
LRI Investments's Exact Sciences position peaked at $1.83K in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.