MSWM
EXAS

Mowery & Schoenfeld Wealth Management’s Exact Sciences EXAS Stock Holding History

Mowery & Schoenfeld 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
-100
Closed -$4.33K – 412
2025
Q1 		$4.33K Hold
100
– – 0.01% 334
2024
Q4 		$5.62K Hold
100
– – 0.01% 294
2024
Q3 		$6.81K Hold
100
– – 0.01% 191
2024
Q2 		$4.22K Hold
100
– – 0.01% 179
2024
Q1 		$6.91K Hold
100
– – 0.01% 118
2023
Q4 		$7.4K Buy
+100
New +$6.55K 0.01% 119

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EXAS Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Exact Sciences (EXAS) in Q2 2025, closing a stake of 100 shares — an estimated $4.33K sold.

Mowery & Schoenfeld Wealth Management first reported a position in EXAS in Q4 2023 and held it in 6 quarters. The position peaked at $7.4K in Q4 2023. 559 funds tracked by Wall St. Rank hold EXAS as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Exact Sciences position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 100 Exact Sciences shares in Q2 2025, an estimated $4.33K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Exact Sciences in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Exact Sciences position peaked at $7.4K in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.