PWM
EXAS

Perigon Wealth Management’s Exact Sciences EXAS Stock Holding History

Perigon Wealth Management’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
-12,567
Closed -$1.28M – 1334
2025
Q4 		$1.28M Buy
12,567
+848
+7% +$68.1K 0.02% 472
2025
Q3 		$641K Buy
11,719
+1,881
+19% +$94K 0.01% 651
2025
Q2 		$523K Buy
9,838
+1,339
+16% +$68K 0.01% 655
2025
Q1 		$368K Buy
8,499
+63
+0.7% +$3.19K 0.01% 734
2024
Q4 		$426K Buy
8,436
+264
+3% +$16.4K 0.01% 686
2024
Q3 		$557K Buy
8,172
+149
+2% +$8.41K 0.01% 585
2024
Q2 		$339K Sell
8,023
-493
-6% -$27.1K 0.01% 644
2024
Q1 		$588K Buy
8,516
+175
+2% +$11.1K 0.02% 494
2023
Q4 		$617K Sell
8,341
-160
-2% -$10.5K 0.02% 443
2023
Q3 		$580K Buy
8,501
+245
+3% +$20.8K 0.02% 410
2023
Q2 		$775K Buy
8,256
+168
+2% +$13.1K 0.03% 363
2023
Q1 		$548K Sell
8,088
-164
-2% -$10.5K 0.03% 377
2022
Q4 		$409K Buy
8,252
+421
+5% +$17.2K 0.03% 433
2022
Q3 		$254K Sell
7,831
-24
-0.3% -$989 0.02% 469
2022
Q2 		$309K Buy
+7,855
New +$420K 0.03% 424
2021
Q2 		– Sell
-4,865
Closed -$641K – 520
2021
Q1 		$641K Buy
4,865
+3,498
+256% +$479K 0.07% 249
2020
Q4 		$181K Buy
+1,367
New +$165K 0.02% 414
2018
Q2 		– Sell
-314
Closed -$13K – 357
2018
Q1 		$13K Buy
314
+284
+947% +$13.9K ﹤0.01% 485
2017
Q4 		$2K Hold
30
– – ﹤0.01% 569
2017
Q3 		$1K Buy
+30
New +$1.21K ﹤0.01% 615

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

Perigon Wealth Management's EXAS Position: Q1 2026 in Review

Perigon Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 12,567 shares — an estimated $1.28M sold.

Perigon Wealth Management first reported a position in EXAS in Q3 2017 and held it in 20 quarters. The position peaked at $1.28M in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Perigon Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 12,567 Exact Sciences shares in Q1 2026, an estimated $1.28M.
  • Perigon Wealth Management first reported a position in Exact Sciences in Q3 2017 and held it in 20 quarters.
  • Perigon Wealth Management's Exact Sciences position peaked at $1.28M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.