LFA
EXAS

Legacy Financial Advisors’s Exact Sciences EXAS Stock Holding History

Legacy Financial Advisors’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
-14,245
Closed -$757K – 425
2025
Q2 		$757K Hold
14,245
– – 0.12% 147
2025
Q1 		$617K Buy
+14,245
New +$721K 0.1% 166

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

Legacy Financial Advisors's EXAS Position: Q3 2025 in Review

Legacy Financial Advisors sold out of Exact Sciences (EXAS) in Q3 2025, closing a stake of 14,245 shares — an estimated $757K sold.

Legacy Financial Advisors first reported a position in EXAS in Q1 2025 and held it in 2 quarters. The position peaked at $757K in Q2 2025. 568 funds tracked by Wall St. Rank hold EXAS as of Q3 2025.

  • Legacy Financial Advisors reported no remaining Exact Sciences position as of Q3 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 14,245 Exact Sciences shares in Q3 2025, an estimated $757K.
  • Legacy Financial Advisors first reported a position in Exact Sciences in Q1 2025 and held it in 2 quarters.
  • Legacy Financial Advisors's Exact Sciences position peaked at $757K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2025.

Based on Legacy Financial Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.