Waverly Advisors’s Exact Sciences EXAS Stock Holding History

Waverly 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	-67,246	Closed	-$6.83M	–	1640
2025 Q4	$6.83M	Sell	67,246 -1,621	-2%	-$130K	0.06%	310
2025 Q3	$3.77M	Buy	68,867 +1,175	+2%	+$58.7K	0.04%	375
2025 Q2	$3.6M	Buy	+67,692	New	+$3.44M	0.04%	371
2018 Q1	–	Sell	-275	Closed	-$14K	–	249
2017 Q4	$14K	Buy	+275	New	+$14.7K	﹤0.01%	305

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 $1.68B AUM 31.18% 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

Waverly Advisors's EXAS Position: Q1 2026 in Review

Waverly Advisors sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 67,246 shares — an estimated $6.83M sold.

Waverly Advisors first reported a position in EXAS in Q4 2017 and held it in 4 quarters. The position peaked at $6.83M in Q4 2025. 7 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

Waverly Advisors reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 67,246 Exact Sciences shares in Q1 2026, an estimated $6.83M.
Waverly Advisors first reported a position in Exact Sciences in Q4 2017 and held it in 4 quarters.
Waverly Advisors's Exact Sciences position peaked at $6.83M in Q4 2025.
7 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

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