SFA
EXAS

Sequoia Financial Advisors’s Exact Sciences EXAS Stock Holding History

Sequoia Financial Advisors’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
-11,120
Closed -$1.13M – 1974
2025
Q4 		$1.13M Buy
11,120
+1,895
+21% +$152K 0.01% 824
2025
Q3 		$505K Buy
9,225
+833
+10% +$41.6K ﹤0.01% 1131
2025
Q2 		$446K Buy
8,392
+103
+1% +$5.23K ﹤0.01% 1060
2025
Q1 		$359K Sell
8,289
-187
-2% -$9.47K ﹤0.01% 995
2024
Q4 		$476K Buy
8,476
+116
+1% +$7.22K ﹤0.01% 824
2024
Q3 		$569K Buy
+8,360
New +$472K 0.01% 704
2024
Q1 		– Sell
-6,980
Closed -$516K – 1213
2023
Q4 		$516K Buy
+6,980
New +$458K 0.01% 719

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 $1.46B 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

Sequoia Financial Advisors's EXAS Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 11,120 shares — an estimated $1.13M sold.

Sequoia Financial Advisors first reported a position in EXAS in Q4 2023 and held it in 7 quarters. The position peaked at $1.13M in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,120 Exact Sciences shares in Q1 2026, an estimated $1.13M.
  • Sequoia Financial Advisors first reported a position in Exact Sciences in Q4 2023 and held it in 7 quarters.
  • Sequoia Financial Advisors's Exact Sciences position peaked at $1.13M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.