TWD
EXAS

True Wealth Design’s Exact Sciences EXAS Stock Holding History

True Wealth Design’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
-983
Closed -$99.8K – 2749
2025
Q4 		$99.8K Buy
983
+375
+62% +$30.1K 0.03% 188
2025
Q3 		$33.3K Buy
608
+19
+3% +$949 0.01% 436
2025
Q2 		$31.3K Buy
589
+533
+952% +$27.1K 0.01% 287
2025
Q1 		$2.42K Buy
56
+3
+6% +$152 ﹤0.01% 941
2024
Q4 		$2.98K Sell
53
-216
-80% -$13.4K ﹤0.01% 646
2024
Q3 		$18.3K Sell
269
-37
-12% -$2.09K 0.01% 333
2024
Q2 		$12.9K Buy
306
+300
+5,000% +$16.5K ﹤0.01% 233
2024
Q1 		$415 Buy
6
+3
+100% +$190 ﹤0.01% 664
2023
Q4 		$222 Hold
3
– – ﹤0.01% 660
2023
Q3 		$205 Hold
3
– – ﹤0.01% 632
2023
Q2 		$282 Sell
3
-600
-100% -$46.8K ﹤0.01% 597
2023
Q1 		$40.9K Buy
603
+1
+0.2% +$64 0.02% 170
2022
Q4 		$29.8K Buy
+602
New +$24.6K 0.01% 173

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

True Wealth Design's EXAS Position: Q1 2026 in Review

True Wealth Design sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 983 shares — an estimated $99.8K sold.

True Wealth Design first reported a position in EXAS in Q4 2022 and held it in 13 quarters. The position peaked at $99.8K in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • True Wealth Design reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 983 Exact Sciences shares in Q1 2026, an estimated $99.8K.
  • True Wealth Design first reported a position in Exact Sciences in Q4 2022 and held it in 13 quarters.
  • True Wealth Design's Exact Sciences position peaked at $99.8K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.