WWM
EXAS

Whalen Wealth Management’s Exact Sciences EXAS Stock Holding History

Whalen 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
-4,171
Closed -$424K – 191
2025
Q4 		$424K Buy
+4,171
New +$335K 0.23% 130

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 $1.1B 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
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

Whalen Wealth Management's EXAS Position: Q1 2026 in Review

Whalen Wealth Management sold out of Exact Sciences (EXAS) in Q1 2026, closing a stake of 4,171 shares — an estimated $424K sold.

Whalen Wealth Management first reported a position in EXAS in Q4 2025 and held it in 1 quarter. The position peaked at $424K in Q4 2025. 6 funds tracked by Wall St. Rank hold EXAS as of Q1 2026.

  • Whalen Wealth Management reported no remaining Exact Sciences position as of Q1 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 4,171 Exact Sciences shares in Q1 2026, an estimated $424K.
  • Whalen Wealth Management first reported a position in Exact Sciences in Q4 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Exact Sciences position peaked at $424K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.