Walled Lake Planning & Wealth Management’s Exact Sciences EXAS Stock Holding History

Walled Lake Planning & Wealth Management’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	-5,950	Closed	-$604K	–	139
2025 Q4	$604K	Hold	5,950	–	–	0.19%	65
2025 Q3	$326K	Hold	5,950	–	–	0.11%	103
2025 Q2	$316K	Hold	5,950	–	–	0.1%	101
2025 Q1	$258K	Hold	5,950	–	–	0.09%	112
2024 Q4	$334K	Hold	5,950	–	–	0.12%	96
2024 Q3	$405K	Hold	5,950	–	–	0.15%	80
2024 Q2	$251K	Hold	5,950	–	–	0.1%	101
2024 Q1	$411K	Buy	+5,950	New	+$376K	0.17%	67
2022 Q2	–	Sell	-3,420	Closed	-$239K	–	82
2022 Q1	$239K	Hold	3,420	–	–	0.14%	75
2021 Q4	$266K	Hold	3,420	–	–	0.15%	78
2021 Q3	$326K	Hold	3,420	–	–	0.2%	54
2021 Q2	$425K	Hold	3,420	–	–	0.28%	46
2021 Q1	$451K	Hold	3,420	–	–	0.31%	45
2020 Q4	$453K	Hold	3,420	–	–	0.34%	42
2020 Q3	$349K	Hold	3,420	–	–	0.28%	45
2020 Q2	$297K	Hold	3,420	–	–	0.25%	44
2020 Q1	$198K	Buy	3,420 +1,000	+41%	+$81.2K	0.18%	60
2019 Q4	$224K	Buy	+2,420	New	+$213K	0.16%	60

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 $4.82B AUM 20.19% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Walled Lake Planning & Wealth Management's EXAS Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 5,950 shares — an estimated $604K sold.

Walled Lake Planning & Wealth Management first reported a position in EXAS in Q4 2019 and held it in 18 quarters. The position peaked at $604K in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Walled Lake Planning & Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 5,950 Exact Sciences shares in Q1 2026, an estimated $604K.
Walled Lake Planning & Wealth Management first reported a position in Exact Sciences in Q4 2019 and held it in 18 quarters.
Walled Lake Planning & Wealth Management's Exact Sciences position peaked at $604K in Q4 2025.
6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.