SPIA
EXAS

Steward Partners Investment Advisory’s Exact Sciences EXAS Stock Holding History

Steward Partners Investment Advisory’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
-2,070
Closed -$210K – 4478
2025
Q4 		$210K Sell
2,070
-151
-7% -$12.1K ﹤0.01% 1907
2025
Q3 		$122K Buy
2,221
+833
+60% +$41.6K ﹤0.01% 2115
2025
Q2 		$73.8K Sell
1,388
-77
-5% -$3.91K ﹤0.01% 2279
2025
Q1 		$63.4K Buy
1,465
+41
+3% +$2.08K ﹤0.01% 2257
2024
Q4 		$80K Buy
1,424
+11
+0.8% +$685 ﹤0.01% 2094
2024
Q3 		$96.3K Buy
1,413
+151
+12% +$8.52K ﹤0.01% 1891
2024
Q2 		$53.3K Sell
1,262
-3,523
-74% -$194K ﹤0.01% 2073
2024
Q1 		$330K Buy
4,785
+154
+3% +$9.74K ﹤0.01% 1220
2023
Q4 		$343K Buy
4,631
+3,492
+307% +$229K ﹤0.01% 1162
2023
Q3 		$77.7K Buy
1,139
+30
+3% +$2.54K ﹤0.01% 1697
2023
Q2 		$104K Sell
1,109
-130
-10% -$10.1K ﹤0.01% 1566
2023
Q1 		$84K Buy
1,239
+216
+21% +$13.9K ﹤0.01% 1654
2022
Q4 		$50.6K Buy
1,023
+107
+12% +$4.37K ﹤0.01% 1834
2022
Q3 		$30K Buy
916
+249
+37% +$10.3K ﹤0.01% 2022
2022
Q2 		$26K Buy
667
+205
+44% +$11K ﹤0.01% 2106
2022
Q1 		$32K Sell
462
-3,164
-87% -$231K ﹤0.01% 2138
2021
Q4 		$282K Buy
3,626
+3,054
+534% +$270K ﹤0.01% 1169
2021
Q3 		$55K Hold
572
– – ﹤0.01% 1835
2021
Q2 		$71K Sell
572
-1,082
-65% -$129K ﹤0.01% 2704
2021
Q1 		$218K Buy
1,654
+1,048
+173% +$143K ﹤0.01% 1256
2020
Q4 		$80K Buy
606
+59
+11% +$7.13K ﹤0.01% 1461
2020
Q3 		$56K Sell
547
-159
-23% -$13.7K ﹤0.01% 1452
2020
Q2 		$61K Buy
706
+125
+22% +$9.99K ﹤0.01% 1332
2020
Q1 		$33K Buy
581
+84
+17% +$6.82K ﹤0.01% 1416
2019
Q4 		$45K Buy
497
+280
+129% +$24.6K ﹤0.01% 1445
2019
Q3 		$19K Buy
217
+15
+7% +$1.71K ﹤0.01% 1742
2019
Q2 		$23K Buy
+202
New +$20.4K ﹤0.01% 1658
2018
Q4 		– Sell
-556
Closed -$44K – 1201
2018
Q3 		$44K Sell
556
-300
-35% -$19.6K ﹤0.01% 1244
2018
Q2 		$51K Sell
856
-100
-10% -$5.38K ﹤0.01% 1095
2018
Q1 		$38K Buy
956
+87
+10% +$4.24K ﹤0.01% 1098
2017
Q4 		$45K Buy
+869
New +$46.4K ﹤0.01% 864

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

Steward Partners Investment Advisory's EXAS Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,070 shares — an estimated $210K sold.

Steward Partners Investment Advisory first reported a position in EXAS in Q4 2017 and held it in 31 quarters. The position peaked at $343K in Q4 2023. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,070 Exact Sciences shares in Q1 2026, an estimated $210K.
  • Steward Partners Investment Advisory first reported a position in Exact Sciences in Q4 2017 and held it in 31 quarters.
  • Steward Partners Investment Advisory's Exact Sciences position peaked at $343K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.