AWM
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Activest Wealth Management’s Exponent EXPO Stock Holding History

Activest Wealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2K Buy
34
+1
+3% +$61 ﹤0.01% 854
2026
Q1 		$2.15K Buy
+33
New +$2.35K ﹤0.01% 946

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Activest Wealth Management's EXPO Position: Q2 2026 in Review

Activest Wealth Management increased its Exponent (EXPO) stake by 3% in Q2 2026, buying an estimated $61 and bringing the position to 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Activest Wealth Management first reported a position in EXPO in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.15K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Activest Wealth Management held 34 shares of Exponent worth $2K as of Q2 2026.
  • Activest Wealth Management bought 1 Exponent share in Q2 2026, an estimated $61.
  • Exponent made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #854 holding.
  • Activest Wealth Management first reported a position in Exponent in Q1 2026 and has held it in 2 quarters since.
  • Activest Wealth Management's Exponent position peaked at $2.15K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.