RSWM
EXAS

Robertson Stephens Wealth Management’s Exact Sciences EXAS Stock Holding History

Robertson Stephens 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
-2,000
Closed -$203K – 632
2025
Q4 		$203K Buy
+2,000
New +$161K 0.01% 603

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

Robertson Stephens Wealth Management's EXAS Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,000 shares — an estimated $203K sold.

Robertson Stephens Wealth Management first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,000 Exact Sciences shares in Q1 2026, an estimated $203K.
  • Robertson Stephens Wealth Management first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Exact Sciences position peaked at $203K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.