Valeo Financial Advisors’s Exact Sciences EXAS Stock Holding History

Valeo 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	-2,190	Closed	-$222K	–	799
2025 Q4	$222K	Buy	+2,190	New	+$176K	﹤0.01%	721
2021 Q2	–	Sell	-1,741	Closed	-$229K	–	933
2021 Q1	$229K	Sell	1,741 -124	-7%	-$17K	0.01%	413
2020 Q4	$247K	Buy	1,865 +1,569	+530%	+$190K	0.01%	376
2020 Q3	$30K	Sell	296 -15	-5%	-$1.29K	﹤0.01%	813
2020 Q2	$27K	Sell	311 -130	-29%	-$10.4K	﹤0.01%	950
2020 Q1	$29K	Sell	441 -2	-0.5%	-$162	﹤0.01%	776
2019 Q4	$41K	Buy	443 +269	+155%	+$23.6K	﹤0.01%	718
2019 Q3	$16K	Sell	174 -9	-5%	-$1.02K	﹤0.01%	901
2019 Q2	$22K	Sell	183 -6	-3%	-$605	﹤0.01%	817
2019 Q1	$16K	Hold	189	–	–	﹤0.01%	841
2018 Q4	$12K	Hold	189	–	–	﹤0.01%	831
2018 Q3	$12K	Hold	189	–	–	﹤0.01%	912
2018 Q2	$9K	Hold	189	–	–	﹤0.01%	965
2018 Q1	$8K	Hold	189	–	–	﹤0.01%	985
2017 Q4	$10K	Hold	189	–	–	﹤0.01%	834
2017 Q3	$9K	Buy	+189	New	+$7.61K	﹤0.01%	721

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 $1.16B 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

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

Valeo Financial Advisors's EXAS Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 2,190 shares — an estimated $222K sold.

Valeo Financial Advisors first reported a position in EXAS in Q3 2017 and held it in 16 quarters. The position peaked at $247K in Q4 2020. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Valeo Financial Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Valeo Financial Advisors sold 2,190 Exact Sciences shares in Q1 2026, an estimated $222K.
Valeo Financial Advisors first reported a position in Exact Sciences in Q3 2017 and held it in 16 quarters.
Valeo Financial Advisors's Exact Sciences position peaked at $247K in Q4 2020.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.