CWM
EXAS

CarsonAllaria Wealth Management’s Exact Sciences EXAS Stock Holding History

CarsonAllaria 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 		– Sell
-254
Closed -$13.5K – 160
2025
Q2 		$13.5K Sell
254
-30
-11% -$1.52K 0.01% 228
2025
Q1 		$12.3K Buy
284
+38
+15% +$1.92K 0.01% 239
2024
Q4 		$13.8K Hold
246
– – 0.01% 225
2024
Q3 		$16.8K Sell
246
-98
-28% -$5.53K 0.01% 220
2024
Q2 		$14.5K Hold
344
– – 0.01% 221
2024
Q1 		$23.8K Buy
344
+70
+26% +$4.43K 0.01% 180
2023
Q4 		$20.3K Sell
274
-74
-21% -$4.85K 0.01% 169
2023
Q3 		$23.7K Sell
348
-85
-20% -$7.21K 0.02% 149
2023
Q2 		$40.7K Sell
433
-18
-4% -$1.4K 0.03% 121
2023
Q1 		$30.6K Hold
451
– – 0.03% 141
2022
Q4 		$22K Sell
451
-65
-13% -$2.66K 0.02% 147
2022
Q3 		$17K Sell
516
-8
-2% -$330 0.02% 150
2022
Q2 		$21K Buy
524
+123
+31% +$6.58K 0.02% 144
2022
Q1 		$28K Sell
401
-69
-15% -$5.04K 0.03% 141
2021
Q4 		$37K Buy
+470
New +$41.5K 0.03% 135

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CarsonAllaria Wealth Management sold out of Exact Sciences (EXAS) in Q3 2025, closing a stake of 254 shares — an estimated $13.5K sold.

CarsonAllaria Wealth Management first reported a position in EXAS in Q4 2021 and held it in 15 quarters. The position peaked at $40.7K in Q2 2023. 568 funds tracked by Wall St. Rank hold EXAS as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Exact Sciences position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 254 Exact Sciences shares in Q3 2025, an estimated $13.5K.
  • CarsonAllaria Wealth Management first reported a position in Exact Sciences in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's Exact Sciences position peaked at $40.7K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.