SWP
EXAS

Strategic Wealth Partners’s Exact Sciences EXAS Stock Holding History

Strategic Wealth 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
-3,690
Closed -$375K – 1502
2025
Q4 		$375K Sell
3,690
-60
-2% -$4.82K 0.03% 233
2025
Q3 		$205K Hold
3,750
– – 0.02% 331
2025
Q2 		$199K Buy
+3,750
New +$191K 0.02% 315
2024
Q4 		– Sell
-3,750
Closed -$255K – 319
2024
Q3 		$255K Buy
+3,750
New +$212K 0.02% 269
2024
Q2 		– Sell
-3,924
Closed -$271K – 294
2024
Q1 		$271K Buy
3,924
+125
+3% +$7.91K 0.03% 240
2023
Q4 		$281K Hold
3,799
– – 0.03% 229
2023
Q3 		$259K Sell
3,799
-47
-1% -$3.99K 0.03% 250
2023
Q2 		$361K Buy
+3,846
New +$300K 0.05% 226
2021
Q1 		– Sell
-5,566
Closed -$737K – 192
2020
Q4 		$737K Sell
5,566
-14
-0.3% -$1.69K 0.31% 84
2020
Q3 		$569K Buy
5,580
+3,035
+119% +$262K 0.29% 81
2020
Q2 		$221K Buy
+2,545
New +$203K 0.11% 121
2019
Q4 		– Sell
-59
Closed -$5 – 243
2019
Q3 		$5 Buy
+59
New +$6.72K ﹤0.01% 634

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

Strategic Wealth Partners's EXAS Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 3,690 shares — an estimated $375K sold.

Strategic Wealth Partners first reported a position in EXAS in Q3 2019 and held it in 12 quarters. The position peaked at $737K in Q4 2020. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 3,690 Exact Sciences shares in Q1 2026, an estimated $375K.
  • Strategic Wealth Partners first reported a position in Exact Sciences in Q3 2019 and held it in 12 quarters.
  • Strategic Wealth Partners's Exact Sciences position peaked at $737K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.