Ballast Advisors’s Exponent EXPO Stock Holding History

Ballast 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 Q2	–	Sell	-1,131	Closed	-$73.8K	–	254
2026 Q1	$73.8K	Buy	+1,131	New	+$80.4K	0.02%	182

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ballast Advisors's EXPO Position: Q2 2026 in Review

Ballast Advisors sold out of Exponent (EXPO) in Q2 2026, closing a stake of 1,131 shares — an estimated $73.8K sold.

Ballast Advisors first reported a position in EXPO in Q1 2026 and held it in 1 quarter. The position peaked at $73.8K in Q1 2026. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Ballast Advisors reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 1,131 Exponent shares in Q2 2026, an estimated $73.8K.
Ballast Advisors first reported a position in Exponent in Q1 2026 and held it in 1 quarter.
Ballast Advisors's Exponent position peaked at $73.8K in Q1 2026.
341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.