SWM
EXAS

SHP Wealth Management’s Exact Sciences EXAS Stock Holding History

SHP 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
-9
Closed -$913 – 1850
2025
Q4 		$913 Buy
+9
New +$723 ﹤0.01% 1278

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

SHP Wealth Management's EXAS Position: Q1 2026 in Review

SHP Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 9 shares — an estimated $913 sold.

SHP Wealth Management first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $913 in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • SHP Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 9 Exact Sciences shares in Q1 2026, an estimated $913.
  • SHP Wealth Management first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Exact Sciences position peaked at $913 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.