UCFA
EXAS

United Capital Financial Advisors’s Exact Sciences EXAS Stock Holding History

United Capital Financial 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
-2,863
Closed -$291K – 1647
2025
Q4 		$291K Buy
+2,863
New +$230K ﹤0.01% 1180
2025
Q1 		– Sell
-3,622
Closed -$204K – 1081
2024
Q4 		$204K Sell
3,622
-240
-6% -$14.9K ﹤0.01% 1015
2024
Q3 		$263K Buy
+3,862
New +$218K ﹤0.01% 920
2022
Q4 		– Sell
-8,149
Closed -$265K – 1064
2022
Q3 		$265K Buy
+8,149
New +$336K ﹤0.01% 942
2021
Q3 		– Sell
-1,649
Closed -$205K – 1212
2021
Q2 		$205K Sell
1,649
-60
-4% -$7.16K ﹤0.01% 1158
2021
Q1 		$225K Buy
1,709
+9
+0.5% +$1.23K ﹤0.01% 1081
2020
Q4 		$225K Buy
+1,700
New +$206K ﹤0.01% 1092
2020
Q3 		– Sell
-7,092
Closed -$617K – 1174
2020
Q2 		$617K Sell
7,092
-259
-4% -$20.7K ﹤0.01% 797
2020
Q1 		$426K Sell
7,351
-8,811
-55% -$715K ﹤0.01% 872
2019
Q4 		$1.5M Buy
16,162
+488
+3% +$42.9K 0.01% 659
2019
Q3 		$1.42M Sell
15,674
-2,000
-11% -$228K 0.01% 652
2019
Q2 		$2.09M Buy
17,674
+1,011
+6% +$102K 0.01% 611
2019
Q1 		$1.44M Sell
16,663
-627
-4% -$53.4K 0.01% 677
2018
Q4 		$1.09M Buy
17,290
+776
+5% +$53.3K 0.01% 694
2018
Q3 		$1.3M Buy
+16,514
New +$1.08M 0.01% 705

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 $1.46B 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

United Capital Financial Advisors's EXAS Position: Q1 2026 in Review

United Capital Financial Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,863 shares — an estimated $291K sold.

United Capital Financial Advisors first reported a position in EXAS in Q3 2018 and held it in 15 quarters. The position peaked at $2.09M in Q2 2019. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • United Capital Financial Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,863 Exact Sciences shares in Q1 2026, an estimated $291K.
  • United Capital Financial Advisors first reported a position in Exact Sciences in Q3 2018 and held it in 15 quarters.
  • United Capital Financial Advisors's Exact Sciences position peaked at $2.09M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.