AIM
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Anchor Investment Management’s Exponent EXPO Stock Holding History

Anchor Investment 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 		– Sell
-555
Closed -$38.5K – 1077
2025
Q4 		$38.5K Hold
555
– – ﹤0.01% 629
2025
Q3 		$38.6K Hold
555
– – ﹤0.01% 624
2025
Q2 		$41.5K Hold
555
– – ﹤0.01% 609
2025
Q1 		$45K Hold
555
– – ﹤0.01% 585
2024
Q4 		$49.5K Hold
555
– – ﹤0.01% 574
2024
Q3 		$64K Buy
+555
New +$58.1K 0.01% 530

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 $4.6B AUM 16.08% 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

Anchor Investment Management's EXPO Position: Q1 2026 in Review

Anchor Investment Management sold out of Exponent (EXPO) in Q1 2026, closing a stake of 555 shares — an estimated $38.5K sold.

Anchor Investment Management first reported a position in EXPO in Q3 2024 and held it in 6 quarters. The position peaked at $64K in Q3 2024. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Anchor Investment Management reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Anchor Investment Management sold 555 Exponent shares in Q1 2026, an estimated $38.5K.
  • Anchor Investment Management first reported a position in Exponent in Q3 2024 and held it in 6 quarters.
  • Anchor Investment Management's Exponent position peaked at $64K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.