AO
EXPO icon

Advisor OS’s Exponent EXPO Stock Holding History

Advisor OS’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
2025
Q3 		– Sell
-2,682
Closed -$200K – 490
2025
Q2 		$200K Sell
2,682
-159
-6% -$12.3K 0.02% 436
2025
Q1 		$230K Sell
2,841
-263
-8% -$22.9K 0.03% 377
2024
Q4 		$277K Sell
3,104
-2,444
-44% -$246K 0.03% 343
2024
Q3 		$640K Sell
5,548
-2,809
-34% -$294K 0.06% 225
2024
Q2 		$795K Buy
8,357
+72
+0.9% +$6.49K 0.09% 187
2024
Q1 		$685K Buy
8,285
+506
+7% +$41.9K 0.08% 202
2023
Q4 		$685K Sell
7,779
-1,394
-15% -$114K 0.09% 176
2023
Q3 		$785K Buy
9,173
+344
+4% +$31.1K 0.12% 156
2023
Q2 		$824K Buy
8,829
+64
+0.7% +$6.02K 0.13% 154
2023
Q1 		$874K Buy
8,765
+360
+4% +$36.6K 0.21% 120
2022
Q4 		$833K Buy
8,405
+1,155
+16% +$112K 0.22% 105
2022
Q3 		$637K Sell
7,250
-533
-7% -$50.5K 0.19% 111
2022
Q2 		$712K Buy
7,783
+3,199
+70% +$301K 0.21% 112
2022
Q1 		$495K Buy
4,584
+521
+13% +$50.2K 0.14% 145
2021
Q4 		$475K Buy
4,063
+425
+12% +$50K 0.1% 175
2021
Q3 		$412K Buy
3,638
+535
+17% +$57.7K 0.09% 171
2021
Q2 		$277K Buy
+3,103
New +$291K 0.06% 199

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor OS's EXPO Position: Q3 2025 in Review

Advisor OS sold out of Exponent (EXPO) in Q3 2025, closing a stake of 2,682 shares — an estimated $200K sold.

Advisor OS first reported a position in EXPO in Q2 2021 and held it in 17 quarters. The position peaked at $874K in Q1 2023. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Advisor OS reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 2,682 Exponent shares in Q3 2025, an estimated $200K.
  • Advisor OS first reported a position in Exponent in Q2 2021 and held it in 17 quarters.
  • Advisor OS's Exponent position peaked at $874K in Q1 2023.
  • 359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.