Tortoise Investment Management’s Exact Sciences EXAS Stock Holding History

Tortoise Investment 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	-4	Closed	-$213	–	1569
2025 Q2	$213	Buy	+4	New	+$203	﹤0.01%	1205
2022 Q4	–	Sell	-474	Closed	-$15K	–	778
2022 Q3	$15K	Hold	474	–	–	﹤0.01%	479
2022 Q2	$19K	Hold	474	–	–	﹤0.01%	443
2022 Q1	$33K	Hold	474	–	–	0.01%	356
2021 Q4	$37K	Hold	474	–	–	0.01%	323
2021 Q3	$45K	Hold	474	–	–	0.01%	288
2021 Q2	$59K	Hold	474	–	–	0.01%	254
2021 Q1	$62K	Hold	474	–	–	0.01%	234
2020 Q4	$63K	Sell	474 -154	-25%	-$18.6K	0.01%	220
2020 Q3	$64K	Hold	628	–	–	0.02%	211
2020 Q2	$55K	Hold	628	–	–	0.01%	210
2020 Q1	$36K	Hold	628	–	–	0.01%	248
2019 Q4	$58K	Hold	628	–	–	0.01%	233
2019 Q3	$57K	Hold	628	–	–	0.01%	229
2019 Q2	$74K	Hold	628	–	–	0.02%	214
2019 Q1	$54K	Sell	628 -348	-36%	-$29.6K	0.01%	238
2018 Q4	$62K	Buy	+976	New	+$67K	0.02%	213

Other funds holding EXAS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tortoise Investment Management's EXAS Position: Q3 2025 in Review

Tortoise Investment Management sold out of Exact Sciences (EXAS) in Q3 2025, closing a stake of 4 shares — an estimated $213 sold.

Tortoise Investment Management first reported a position in EXAS in Q4 2018 and held it in 17 quarters. The position peaked at $74K in Q2 2019. 569 funds tracked by Wall St. Rank hold EXAS as of Q3 2025.

Tortoise Investment Management reported no remaining Exact Sciences position as of Q3 2025 after selling out during the quarter.
Tortoise Investment Management sold 4 Exact Sciences shares in Q3 2025, an estimated $213.
Tortoise Investment Management first reported a position in Exact Sciences in Q4 2018 and held it in 17 quarters.
Tortoise Investment Management's Exact Sciences position peaked at $74K in Q2 2019.
569 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2025.

Based on Tortoise Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.