AWA
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Arkadios Wealth Advisors’s Exponent EXPO Stock Holding History

Arkadios Wealth Advisors’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 		$1.49M Sell
22,868
-355
-2% -$25.2K 0.02% 632
2025
Q4 		$1.61M Sell
23,223
-94
-0.4% -$6.6K 0.03% 519
2025
Q3 		$1.62M Buy
23,317
+2,089
+10% +$149K 0.04% 463
2025
Q2 		$1.59M Buy
21,228
+1,115
+6% +$86.4K 0.05% 409
2025
Q1 		$1.63M Sell
20,113
-849
-4% -$74K 0.06% 337
2024
Q4 		$1.87M Sell
20,962
-2,245
-10% -$226K 0.1% 195
2024
Q3 		$2.68M Buy
23,207
+6,665
+40% +$697K 0.15% 138
2024
Q2 		$1.57M Buy
16,542
+240
+1% +$21.6K 0.11% 199
2024
Q1 		$1.35M Sell
16,302
-571
-3% -$47.2K 0.1% 186
2023
Q4 		$1.49M Sell
16,873
-214
-1% -$17.5K 0.13% 168
2023
Q3 		$1.46M Buy
17,087
+726
+4% +$65.7K 0.14% 159
2023
Q2 		$1.53M Buy
16,361
+105
+0.6% +$9.88K 0.18% 136
2023
Q1 		$1.62M Buy
16,256
+3,485
+27% +$355K 0.19% 131
2022
Q4 		$1.27M Buy
12,771
+127
+1% +$12.3K 0.17% 147
2022
Q3 		$1.11M Sell
12,644
-4,547
-26% -$431K 0.17% 148
2022
Q2 		$1.57M Buy
17,191
+11,676
+212% +$1.1M 0.23% 121
2022
Q1 		$596K Buy
+5,515
New +$532K 0.08% 274

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

Arkadios Wealth Advisors's EXPO Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Exponent (EXPO) stake by 1.5% in Q1 2026, selling an estimated $25.2K and leaving 22,868 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #632.

Arkadios Wealth Advisors first reported a position in EXPO in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.68M in Q3 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Arkadios Wealth Advisors held 22,868 shares of Exponent worth $1.49M as of Q1 2026.
  • Arkadios Wealth Advisors sold 355 Exponent shares in Q1 2026, an estimated $25.2K.
  • Exponent made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #632 holding.
  • Arkadios Wealth Advisors first reported a position in Exponent in Q1 2022 and has held it in 17 quarters since.
  • Arkadios Wealth Advisors's Exponent position peaked at $2.68M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.