Retirement Wealth Solutions’s Exact Sciences EXAS Stock Holding History

Retirement Wealth Solutions’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	-5,830	Closed	-$592K	–	830
2025 Q4	$592K	Buy	5,830 +19	+0.3%	+$1.53K	0.37%	40
2025 Q3	$318K	Buy	5,811 +29	+0.5%	+$1.45K	0.21%	44
2025 Q2	$307K	Hold	5,782	–	–	0.22%	45
2025 Q1	$250K	Hold	5,782	–	–	0.2%	43
2024 Q4	$327K	Buy	+5,782	New	+$360K	0.28%	35

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 $1.1B 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

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

Retirement Wealth Solutions's EXAS Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 5,830 shares — an estimated $592K sold.

Retirement Wealth Solutions first reported a position in EXAS in Q4 2024 and held it in 5 quarters. The position peaked at $592K in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Retirement Wealth Solutions reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Retirement Wealth Solutions sold 5,830 Exact Sciences shares in Q1 2026, an estimated $592K.
Retirement Wealth Solutions first reported a position in Exact Sciences in Q4 2024 and held it in 5 quarters.
Retirement Wealth Solutions's Exact Sciences position peaked at $592K in Q4 2025.
6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.