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Avion Wealth’s Exponent EXPO Stock Holding History

Avion Wealth’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
Q2 		$1K Buy
18
+11
+157% +$675 ﹤0.01% 1229
2026
Q1 		$0 Sell
7
-35
-83% -$2.49K ﹤0.01% 1349
2025
Q4 		$2K Sell
42
-14
-25% -$983 ﹤0.01% 864
2025
Q3 		$3K Buy
56
+49
+700% +$3.5K ﹤0.01% 744
2025
Q2 		$0 Buy
+7
New +$542 ﹤0.01% 1298

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avion Wealth's EXPO Position: Q2 2026 in Review

Avion Wealth increased its Exponent (EXPO) stake by 157% in Q2 2026, buying an estimated $675 and bringing the position to 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Avion Wealth first reported a position in EXPO in Q2 2025 and has held it in 5 quarters since. The position peaked at $3K in Q3 2025. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Avion Wealth held 18 shares of Exponent worth $1K as of Q2 2026.
  • Avion Wealth bought 11 Exponent shares in Q2 2026, an estimated $675.
  • Exponent made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1229 holding.
  • Avion Wealth first reported a position in Exponent in Q2 2025 and has held it in 5 quarters since.
  • Avion Wealth's Exponent position peaked at $3K in Q3 2025.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.