PWPS
EXAS

Pinnacle Wealth Planning Services’s Exact Sciences EXAS Stock Holding History

Pinnacle Wealth Planning Services’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
-79
Closed -$8.02K – 2775
2025
Q4 		$8.02K Buy
+79
New +$6.34K ﹤0.01% 2096
2023
Q3 		– Sell
-2,165
Closed -$203K – 466
2023
Q2 		$203K Buy
+2,165
New +$169K 0.03% 386
2021
Q1 		– Sell
-45
Closed -$6K – 876
2020
Q4 		$6K Buy
+45
New +$5.44K ﹤0.01% 1582

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 $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXAS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 79 shares — an estimated $8.02K sold.

Pinnacle Wealth Planning Services first reported a position in EXAS in Q4 2020 and held it in 3 quarters. The position peaked at $203K in Q2 2023. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 79 Exact Sciences shares in Q1 2026, an estimated $8.02K.
  • Pinnacle Wealth Planning Services first reported a position in Exact Sciences in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Exact Sciences position peaked at $203K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.