AF
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Advisornet Financial’s Exponent EXPO Stock Holding History

Advisornet Financial’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 		$1.59K Hold
27
– – ﹤0.01% 1953
2026
Q1 		$1.76K Hold
27
– – ﹤0.01% 1932
2025
Q4 		$1.88K Sell
27
-1
-4% -$70 ﹤0.01% 1912
2025
Q3 		$1.95K Buy
28
+1
+4% +$71 ﹤0.01% 1872
2025
Q2 		$2.02K Sell
27
-21
-44% -$1.63K ﹤0.01% 1843
2025
Q1 		$3.89K Hold
48
– – ﹤0.01% 1658
2024
Q4 		$4.28K Sell
48
-12
-20% -$1.21K ﹤0.01% 1495
2024
Q3 		$6.92K Sell
60
-29
-33% -$3.03K ﹤0.01% 1508
2024
Q2 		$8.47K Sell
89
-31
-26% -$2.79K ﹤0.01% 1357
2024
Q1 		$9.92K Buy
+120
New +$9.93K ﹤0.01% 1289
2023
Q4 		– Sell
-5
Closed -$428 – 2449
2023
Q3 		$428 Sell
5
-2
-29% -$181 ﹤0.01% 2016
2023
Q2 		$653 Sell
7
-1
-13% -$94 ﹤0.01% 1987
2023
Q1 		$798 Buy
8
+1
+14% +$102 ﹤0.01% 1947
2022
Q4 		$694 Buy
+7
New +$680 ﹤0.01% 1939
2022
Q2 		– Sell
-25
Closed -$3K – 1946
2022
Q1 		$3K Hold
25
– – ﹤0.01% 1714
2021
Q4 		$3K Buy
+25
New +$2.94K ﹤0.01% 1744
2020
Q3 		– Sell
-1,356
Closed -$110K – 1765
2020
Q2 		$110K Hold
1,356
– – 0.01% 643
2020
Q1 		$98K Hold
1,356
– – 0.01% 624
2019
Q4 		$94K Hold
1,356
– – 0.01% 697
2019
Q3 		$95K Hold
1,356
– – 0.01% 692
2019
Q2 		$79K Hold
1,356
– – 0.01% 677
2019
Q1 		$78K Hold
1,356
– – 0.01% 623
2018
Q4 		$69K Hold
1,356
– – 0.01% 606
2018
Q3 		$73K Hold
1,356
– – 0.01% 632
2018
Q2 		$65K Hold
1,356
– – 0.01% 644
2018
Q1 		$53K Hold
1,356
– – 0.01% 682
2017
Q4 		$48K Buy
+1,356
New +$49.8K 0.01% 663

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Advisornet Financial's EXPO Position: Q2 2026 in Review

Advisornet Financial held its Exponent (EXPO) position steady in Q2 2026 at 27 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Advisornet Financial first reported a position in EXPO in Q4 2017 and has held it in 27 quarters since. The position peaked at $110K in Q2 2020. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Advisornet Financial held 27 shares of Exponent worth $1.59K as of Q2 2026.
  • Advisornet Financial left its Exponent share count unchanged in Q2 2026.
  • Exponent made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1953 holding.
  • Advisornet Financial first reported a position in Exponent in Q4 2017 and has held it in 27 quarters since.
  • Advisornet Financial's Exponent position peaked at $110K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.