BCWM
EXAS

Bartlett & Co Wealth Management’s Exact Sciences EXAS Stock Holding History

Bartlett & Co 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
Q2 		– Sell
-88
Closed -$3.81K – 1278
2025
Q1 		$3.81K Buy
+88
New +$4.46K ﹤0.01% 1017
2021
Q2 		– Sell
-3
Closed -$395 – 1079
2021
Q1 		$395 Hold
3
– – ﹤0.01% 1072
2020
Q4 		$397 Buy
+3
New +$363 ﹤0.01% 1171
2020
Q2 		– Sell
-157
Closed -$9.11K – 856
2020
Q1 		$9.11K Hold
157
– – ﹤0.01% 669
2019
Q4 		$14.5K Buy
+157
New +$13.8K ﹤0.01% 691

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

Bartlett & Co Wealth Management's EXAS Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Exact Sciences (EXAS) in Q2 2025, closing a stake of 88 shares — an estimated $3.81K sold.

Bartlett & Co Wealth Management first reported a position in EXAS in Q4 2019 and held it in 5 quarters. The position peaked at $14.5K in Q4 2019. 558 funds tracked by Wall St. Rank hold EXAS as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Exact Sciences position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 88 Exact Sciences shares in Q2 2025, an estimated $3.81K.
  • Bartlett & Co Wealth Management first reported a position in Exact Sciences in Q4 2019 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's Exact Sciences position peaked at $14.5K in Q4 2019.
  • 558 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.