AWM
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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AE Wealth Management's EXPO Position: Q1 2026 in Review

AE Wealth Management increased its Exponent (EXPO) stake by 15% in Q1 2026, buying an estimated $36.1K and bringing the position to 3,943 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

AE Wealth Management first reported a position in EXPO in Q3 2025 and has held it in 3 quarters since. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • AE Wealth Management held 3,943 shares of Exponent worth $257K as of Q1 2026.
  • AE Wealth Management bought 508 Exponent shares in Q1 2026, an estimated $36.1K.
  • Exponent made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1471 holding.
  • AE Wealth Management first reported a position in Exponent in Q3 2025 and has held it in 3 quarters since.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.