SWM
EXAS

Spire Wealth Management’s Exact Sciences EXAS Stock Holding History

Spire 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
-848
Closed -$86.2K – 2309
2025
Q4 		$86.2K Sell
848
-1,500
-64% -$120K ﹤0.01% 1029
2025
Q3 		$128K Buy
+2,348
New +$117K ﹤0.01% 919
2025
Q1 		– Sell
-100
Closed -$5.62K – 2508
2024
Q4 		$5.62K Hold
100
– – ﹤0.01% 2012
2024
Q3 		$6.81K Hold
100
– – ﹤0.01% 1747
2024
Q2 		$4.22K Buy
100
+31
+45% +$1.71K ﹤0.01% 1869
2024
Q1 		$4.76K Sell
69
-92
-57% -$5.82K ﹤0.01% 1941
2023
Q4 		$10.6K Sell
161
-3,991
-96% -$262K ﹤0.01% 1743
2023
Q3 		$238K Buy
4,152
+707
+21% +$60K 0.01% 663
2023
Q2 		$323K Buy
3,445
+2,908
+542% +$227K 0.01% 597
2023
Q1 		$36.4K Buy
537
+118
+28% +$7.58K ﹤0.01% 1344
2022
Q4 		$21K Buy
419
+309
+281% +$12.6K ﹤0.01% 1350
2022
Q3 		$4K Sell
110
-379
-78% -$15.6K ﹤0.01% 1787
2022
Q2 		$19K Sell
489
-2,388
-83% -$128K ﹤0.01% 1688
2022
Q1 		$201K Sell
2,877
-3,203
-53% -$234K 0.01% 901
2021
Q4 		$473K Buy
6,080
+3,352
+123% +$296K 0.01% 724
2021
Q3 		$260K Buy
2,728
+234
+9% +$24.7K 0.01% 819
2021
Q2 		$310K Sell
2,494
-3,245
-57% -$387K 0.01% 763
2021
Q1 		$737K Buy
+5,739
New +$786K 0.02% 543

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

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

Spire Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 848 shares — an estimated $86.2K sold.

Spire Wealth Management first reported a position in EXAS in Q1 2021 and held it in 18 quarters. The position peaked at $737K in Q1 2021. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Spire Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 848 Exact Sciences shares in Q1 2026, an estimated $86.2K.
  • Spire Wealth Management first reported a position in Exact Sciences in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's Exact Sciences position peaked at $737K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.