Atria Investments
EXPO icon

Atria Investments’s Exponent EXPO Stock Holding History

Atria Investments’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
Q3 		$827K Buy
12,647
+2,068
+20% +$137K 0.01% 1247
2026
Q2 		$622K Sell
10,579
-7,920
-43% -$486K 0.01% 1396
2026
Q1 		$1.21M Sell
18,499
-521
-3% -$37K 0.01% 955
2025
Q4 		$1.32M Buy
19,020
+353
+2% +$24.8K 0.02% 921
2025
Q3 		$1.3M Sell
18,667
-4,581
-20% -$327K 0.01% 920
2025
Q2 		$1.74M Sell
23,248
-222
-0.9% -$17.2K 0.02% 785
2025
Q1 		$1.9M Buy
23,470
+838
+4% +$73K 0.02% 727
2024
Q4 		$2.02M Sell
22,632
-2,200
-9% -$222K 0.03% 678
2024
Q3 		$2.86M Sell
24,832
-1,131
-4% -$118K 0.04% 552
2024
Q2 		$2.47M Buy
25,963
+6,461
+33% +$583K 0.03% 571
2024
Q1 		$1.61M Sell
19,502
-4,311
-18% -$357K 0.02% 742
2023
Q4 		$2.1M Buy
23,813
+3,483
+17% +$285K 0.03% 580
2023
Q3 		$1.74M Buy
20,330
+1,514
+8% +$137K 0.03% 623
2023
Q2 		$1.76M Buy
18,816
+103
+0.6% +$9.69K 0.03% 607
2023
Q1 		$1.87M Sell
18,713
-373
-2% -$38K 0.04% 562
2022
Q4 		$1.89M Buy
19,086
+433
+2% +$42.1K 0.04% 535
2022
Q3 		$1.64M Buy
18,653
+2,648
+17% +$251K 0.04% 554
2022
Q2 		$1.46M Buy
16,005
+3,032
+23% +$286K 0.03% 610
2022
Q1 		$1.4M Buy
12,973
+354
+3% +$34.1K 0.02% 705
2021
Q4 		$1.47M Buy
12,619
+602
+5% +$70.8K 0.03% 675
2021
Q3 		$1.36M Buy
+12,017
New +$1.3M 0.02% 678
2020
Q2 		– Sell
-3,378
Closed -$243K – 608
2020
Q1 		$243K Buy
+3,378
New +$245K 0.02% 481

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Atria Investments's EXPO Position: Q3 2026 in Review

Atria Investments increased its Exponent (EXPO) stake by 20% in Q3 2026, buying an estimated $137K and bringing the position to 12,647 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #1247.

Atria Investments first reported a position in EXPO in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.86M in Q3 2024. 24 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Atria Investments held 12,647 shares of Exponent worth $827K as of Q3 2026.
  • Atria Investments bought 2,068 Exponent shares in Q3 2026, an estimated $137K.
  • Exponent made up 0.01% of Atria Investments's portfolio in Q3 2026, its #1247 holding.
  • Atria Investments first reported a position in Exponent in Q1 2020 and has held it in 22 quarters since.
  • Atria Investments's Exponent position peaked at $2.86M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.