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Basecamp Wealth Advisors’s Exponent EXPO Stock Holding History

Basecamp 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
Q2 		$59 Sell
1
-343
-100% -$21.1K ﹤0.01% 1796
2026
Q1 		$22.4K Buy
344
+124
+56% +$8.81K ﹤0.01% 789
2025
Q4 		$15.3K Buy
+220
New +$15.5K ﹤0.01% 862

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

Basecamp Wealth Advisors's EXPO Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Exponent (EXPO) stake by 100% in Q2 2026, selling an estimated $21.1K and leaving 1 share worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Basecamp Wealth Advisors first reported a position in EXPO in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.4K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Basecamp Wealth Advisors held 1 share of Exponent worth $59 as of Q2 2026.
  • Basecamp Wealth Advisors sold 343 Exponent shares in Q2 2026, an estimated $21.1K.
  • Exponent made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1796 holding.
  • Basecamp Wealth Advisors first reported a position in Exponent in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Exponent position peaked at $22.4K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.