Avantax Advisory Services’s Exponent EXPO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.51M	Buy	20,194 +132	+0.7%	+$10.2K	0.01%	937
2025 Q1	$1.63M	Buy	20,062 +1,178	+6%	+$103K	0.01%	850
2024 Q4	$1.68M	Sell	18,884 -1,076	-5%	-$108K	0.01%	798
2024 Q3	$2.3M	Buy	19,960 +9	+0%	+$941	0.02%	631
2024 Q2	$1.9M	Buy	+19,951	New	+$1.8M	0.01%	682
2020 Q3	–	Sell	-3,576	Closed	-$288K	–	1382
2020 Q2	$288K	Sell	3,576 -1,372	-28%	-$98.8K	0.01%	649
2020 Q1	$355K	Sell	4,948 -2,844	-36%	-$207K	0.01%	523
2019 Q4	$540K	Buy	7,792 +453	+6%	+$29.9K	0.01%	449
2019 Q3	$516K	Buy	7,339 +760	+12%	+$51.3K	0.02%	319
2019 Q2	$385K	Buy	+6,579	New	+$375K	0.02%	343

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's EXPO Position: Q2 2025 in Review

Avantax Advisory Services increased its Exponent (EXPO) stake by 0.66% in Q2 2025, buying an estimated $10.2K and bringing the position to 20,194 shares worth $1.51M. The position accounts for 0.01% of the portfolio, ranked #937.

Avantax Advisory Services first reported a position in EXPO in Q2 2019 and has held it in 10 quarters since. The position peaked at $2.3M in Q3 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

Avantax Advisory Services held 20,194 shares of Exponent worth $1.51M as of Q2 2025.
Avantax Advisory Services bought 132 Exponent shares in Q2 2025, an estimated $10.2K.
Exponent made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #937 holding.
Avantax Advisory Services first reported a position in Exponent in Q2 2019 and has held it in 10 quarters since.
Avantax Advisory Services's Exponent position peaked at $2.3M in Q3 2024.
368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.