WA
EXAS

Whipplewood Advisors’s Exact Sciences EXAS Stock Holding History

Whipplewood 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
-58
Closed -$3.08K – 597
2025
Q2 		$3.08K Buy
58
+20
+53% +$1.02K ﹤0.01% 796
2025
Q1 		$2.51K Sell
38
-20
-34% -$1.01K ﹤0.01% 837
2024
Q4 		$3.26K Buy
+58
New +$3.61K ﹤0.01% 783

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 $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whipplewood Advisors's EXAS Position: Q3 2025 in Review

Whipplewood Advisors sold out of Exact Sciences (EXAS) in Q3 2025, closing a stake of 58 shares — an estimated $3.08K sold.

Whipplewood Advisors first reported a position in EXAS in Q4 2024 and held it in 3 quarters. The position peaked at $3.26K in Q4 2024. 568 funds tracked by Wall St. Rank hold EXAS as of Q3 2025.

  • Whipplewood Advisors reported no remaining Exact Sciences position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 58 Exact Sciences shares in Q3 2025, an estimated $3.08K.
  • Whipplewood Advisors first reported a position in Exact Sciences in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Exact Sciences position peaked at $3.26K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.