Summit Trail Advisors’s Exact Sciences EXAS Stock Holding History

Summit Trail 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	-7,452	Closed	-$757K	–	1464
2025 Q4	$757K	Sell	7,452 -430	-5%	-$34.5K	0.01%	951
2025 Q3	$431K	Buy	7,882 +360	+5%	+$18K	0.01%	1125
2025 Q2	$400K	Buy	+7,522	New	+$382K	0.01%	808

Other funds holding EXAS

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Summit Trail Advisors's EXAS Position: Q1 2026 in Review

Summit Trail Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 7,452 shares — an estimated $757K sold.

Summit Trail Advisors first reported a position in EXAS in Q2 2025 and held it in 3 quarters. The position peaked at $757K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Summit Trail Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 7,452 Exact Sciences shares in Q1 2026, an estimated $757K.
Summit Trail Advisors first reported a position in Exact Sciences in Q2 2025 and held it in 3 quarters.
Summit Trail Advisors's Exact Sciences position peaked at $757K in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.