RFP
EXAS

Root Financial Partners’s Exact Sciences EXAS Stock Holding History

Root Financial Partners’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
-229
Closed -$23.3K – 3498
2025
Q4 		$23.3K Buy
229
+85
+59% +$6.83K ﹤0.01% 1102
2025
Q3 		$7.88K Buy
+144
New +$7.2K ﹤0.01% 1548

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

Root Financial Partners's EXAS Position: Q1 2026 in Review

Root Financial Partners sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 229 shares — an estimated $23.3K sold.

Root Financial Partners first reported a position in EXAS in Q3 2025 and held it in 2 quarters. The position peaked at $23.3K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Root Financial Partners reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 229 Exact Sciences shares in Q1 2026, an estimated $23.3K.
  • Root Financial Partners first reported a position in Exact Sciences in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Exact Sciences position peaked at $23.3K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.