PWMG
EXAS

Private Wealth Management Group’s Exact Sciences EXAS Stock Holding History

Private Wealth Management Group’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
-159
Closed -$16.1K – 1479
2025
Q4 		$16.1K Hold
159
– – ﹤0.01% 376
2025
Q3 		$8.7K Hold
159
– – ﹤0.01% 565
2025
Q2 		$8.45K Buy
159
+77
+94% +$3.91K ﹤0.01% 548
2025
Q1 		$3.55K Sell
82
-62
-43% -$3.14K ﹤0.01% 856
2024
Q4 		$8.09K Hold
144
– – ﹤0.01% 557
2024
Q3 		$9.81K Buy
144
+110
+324% +$6.21K ﹤0.01% 461
2024
Q2 		$1.44K Buy
34
+14
+70% +$770 ﹤0.01% 1168
2024
Q1 		$1.38K Sell
20
-2
-9% -$127 ﹤0.01% 1132
2023
Q4 		$1.63K Buy
+22
New +$1.44K ﹤0.01% 1066

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 $1.16B 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 $18.1B AUM 24.69% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Private Wealth Management Group's EXAS Position: Q1 2026 in Review

Private Wealth Management Group sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 159 shares — an estimated $16.1K sold.

Private Wealth Management Group first reported a position in EXAS in Q4 2023 and held it in 9 quarters. The position peaked at $16.1K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Private Wealth Management Group reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 159 Exact Sciences shares in Q1 2026, an estimated $16.1K.
  • Private Wealth Management Group first reported a position in Exact Sciences in Q4 2023 and held it in 9 quarters.
  • Private Wealth Management Group's Exact Sciences position peaked at $16.1K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.