AAS
EXAS

Avantax Advisory Services’s Exact Sciences EXAS Stock Holding History

Avantax Advisory Services’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
Q2 		$285K Sell
5,369
-1,219
-19% -$61.9K ﹤0.01% 1951
2025
Q1 		$285K Buy
6,588
+1,259
+24% +$63.8K ﹤0.01% 1867
2024
Q4 		$299K Sell
5,329
-978
-16% -$60.9K ﹤0.01% 1780
2024
Q3 		$430K Sell
6,307
-520
-8% -$29.3K ﹤0.01% 1515
2024
Q2 		$288K Buy
6,827
+3,735
+121% +$206K ﹤0.01% 1726
2024
Q1 		$214K Buy
3,092
+9
+0.3% +$569 ﹤0.01% 1510
2023
Q4 		$228K Sell
3,083
-104
-3% -$6.82K ﹤0.01% 1399
2023
Q3 		$217K Sell
3,187
-634
-17% -$53.8K ﹤0.01% 1383
2023
Q2 		$359K Sell
3,821
-370
-9% -$28.9K ﹤0.01% 1088
2023
Q1 		$284K Buy
+4,191
New +$269K ﹤0.01% 1179
2022
Q1 		– Sell
-2,628
Closed -$205K – 1308
2021
Q4 		$205K Sell
2,628
-235
-8% -$20.7K ﹤0.01% 1161
2021
Q3 		$275K Sell
2,863
-113
-4% -$11.9K ﹤0.01% 964
2021
Q2 		$369K Buy
2,976
+497
+20% +$59.3K 0.01% 815
2021
Q1 		$327K Sell
2,479
-43
-2% -$5.89K 0.01% 773
2020
Q4 		$334K Buy
2,522
+241
+11% +$29.1K 0.01% 685
2020
Q3 		$233K Buy
+2,281
New +$197K ﹤0.01% 1149

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Avantax Advisory Services's EXAS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Exact Sciences (EXAS) stake by 19% in Q2 2025, selling an estimated $61.9K and leaving 5,369 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Avantax Advisory Services first reported a position in EXAS in Q3 2020 and has held it in 16 quarters since. The position peaked at $430K in Q3 2024. 558 funds tracked by Wall St. Rank hold EXAS as of Q2 2025.

  • Avantax Advisory Services held 5,369 shares of Exact Sciences worth $285K as of Q2 2025.
  • Avantax Advisory Services sold 1,219 Exact Sciences shares in Q2 2025, an estimated $61.9K.
  • Exact Sciences made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1951 holding.
  • Avantax Advisory Services first reported a position in Exact Sciences in Q3 2020 and has held it in 16 quarters since.
  • Avantax Advisory Services's Exact Sciences position peaked at $430K in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.