OA
EXAS

Operose Advisors’s Exact Sciences EXAS Stock Holding History

Operose 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
-1,575
Closed -$160K – 612
2025
Q4 		$160K Sell
1,575
-5,674
-78% -$456K 0.04% 173
2025
Q3 		$397K Buy
7,249
+393
+6% +$19.6K 0.1% 92
2025
Q2 		$364K Hold
6,856
– – 0.1% 88
2025
Q1 		$297K Buy
6,856
+892
+15% +$45.2K 0.1% 100
2024
Q4 		$335K Buy
5,964
+189
+3% +$11.8K 0.11% 95
2024
Q3 		$393K Buy
5,775
+289
+5% +$16.3K 0.13% 97
2024
Q2 		$232K Hold
5,486
– – 0.08% 121
2024
Q1 		$379K Hold
5,486
– – 0.13% 108
2023
Q4 		$406K Hold
5,486
– – 0.16% 69
2023
Q3 		$374K Hold
5,486
– – 0.15% 66
2023
Q2 		$515K Sell
5,486
-186
-3% -$14.5K 0.23% 43
2023
Q1 		$385K Sell
5,672
-1,000
-15% -$64.3K 0.19% 39
2022
Q4 		$330K Buy
6,672
+5,486
+463% +$224K 0.18% 47
2022
Q3 		$39K Hold
1,186
– – 0.03% 164
2022
Q2 		$47K Buy
1,186
+186
+19% +$9.95K 0.03% 142
2022
Q1 		$70K Hold
1,000
– – 0.05% 125
2021
Q4 		$78K Buy
+1,000
New +$88.3K 0.06% 108

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Operose Advisors's EXAS Position: Q1 2026 in Review

Operose Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 1,575 shares — an estimated $160K sold.

Operose Advisors first reported a position in EXAS in Q4 2021 and held it in 17 quarters. The position peaked at $515K in Q2 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Operose Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Operose Advisors sold 1,575 Exact Sciences shares in Q1 2026, an estimated $160K.
  • Operose Advisors first reported a position in Exact Sciences in Q4 2021 and held it in 17 quarters.
  • Operose Advisors's Exact Sciences position peaked at $515K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.