AllSquare Wealth Management’s Exact Sciences EXAS Stock Holding History

AllSquare 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
2025 Q3	$5.47K	Hold	100	–	–	﹤0.01%	431
2025 Q2	$5.31K	Hold	100	–	–	﹤0.01%	433
2025 Q1	$4.33K	Hold	100	–	–	﹤0.01%	441
2024 Q4	$5.62K	Hold	100	–	–	﹤0.01%	426
2024 Q3	$6.81K	Hold	100	–	–	﹤0.01%	411
2024 Q2	$4.22K	Hold	100	–	–	﹤0.01%	437
2024 Q1	$6.91K	Hold	100	–	–	﹤0.01%	404
2023 Q4	$7.4K	Hold	100	–	–	﹤0.01%	396
2023 Q3	$6.82K	Hold	100	–	–	﹤0.01%	399
2023 Q2	$8.11K	Hold	100	–	–	0.01%	401
2023 Q1	$6.78K	Hold	100	–	–	﹤0.01%	410
2022 Q4	$4.95K	Hold	100	–	–	﹤0.01%	421
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	435
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	431
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	404
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	395
2021 Q3	$10K	Hold	100	–	–	0.01%	369
2021 Q2	$12K	Hold	100	–	–	0.01%	371
2021 Q1	$13K	Hold	100	–	–	0.01%	359
2020 Q4	$13K	Hold	100	–	–	0.01%	330
2020 Q3	$10K	Hold	100	–	–	0.01%	336
2020 Q2	$9K	Buy	+100	New	+$7.99K	0.01%	350

Other funds holding EXAS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's EXAS Position: Q3 2025 in Review

AllSquare Wealth Management held its Exact Sciences (EXAS) position steady in Q3 2025 at 100 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

AllSquare Wealth Management first reported a position in EXAS in Q2 2020 and has held it in 22 quarters since. The position peaked at $13K in Q1 2021. 567 funds tracked by Wall St. Rank hold EXAS as of Q3 2025.

AllSquare Wealth Management held 100 shares of Exact Sciences worth $5.47K as of Q3 2025.
AllSquare Wealth Management left its Exact Sciences share count unchanged in Q3 2025.
Exact Sciences made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #431 holding.
AllSquare Wealth Management first reported a position in Exact Sciences in Q2 2020 and has held it in 22 quarters since.
AllSquare Wealth Management's Exact Sciences position peaked at $13K in Q1 2021.
567 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.