AE Wealth Management
EXPO icon

AE Wealth Management’s Exponent EXPO Stock Holding History

AE 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 		$247K Buy
4,199
+256
+6% +$15.7K ﹤0.01% 1603
2026
Q1 		$257K Buy
3,943
+508
+15% +$36.1K ﹤0.01% 1471
2025
Q4 		$239K Buy
3,435
+477
+16% +$33.5K ﹤0.01% 1432
2025
Q3 		$206K Buy
+2,958
New +$211K ﹤0.01% 1389

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

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

AE Wealth Management increased its Exponent (EXPO) stake by 6.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 4,199 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

AE Wealth Management first reported a position in EXPO in Q3 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • AE Wealth Management held 4,199 shares of Exponent worth $247K as of Q2 2026.
  • AE Wealth Management bought 256 Exponent shares in Q2 2026, an estimated $15.7K.
  • Exponent made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1603 holding.
  • AE Wealth Management first reported a position in Exponent in Q3 2025 and has held it in 4 quarters since.
  • AE Wealth Management's Exponent position peaked at $257K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.