JWM
EXAS

JFG Wealth Management’s Exact Sciences EXAS Stock Holding History

JFG 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
-5,101
Closed -$221K – 71
2025
Q1 		$221K Buy
5,101
+557
+12% +$28.2K 0.05% 77
2024
Q4 		$255K Buy
+4,544
New +$283K 0.06% 85

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

JFG Wealth Management's EXAS Position: Q2 2025 in Review

JFG Wealth Management sold out of Exact Sciences (EXAS) in Q2 2025, closing a stake of 5,101 shares — an estimated $221K sold.

JFG Wealth Management first reported a position in EXAS in Q4 2024 and held it in 2 quarters. The position peaked at $255K in Q4 2024. 558 funds tracked by Wall St. Rank hold EXAS as of Q2 2025.

  • JFG Wealth Management reported no remaining Exact Sciences position as of Q2 2025 after selling out during the quarter.
  • JFG Wealth Management sold 5,101 Exact Sciences shares in Q2 2025, an estimated $221K.
  • JFG Wealth Management first reported a position in Exact Sciences in Q4 2024 and held it in 2 quarters.
  • JFG Wealth Management's Exact Sciences position peaked at $255K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2025.

Based on JFG Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.