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Bay Harbor Wealth Management’s Exponent EXPO Stock Holding History

Bay Harbor Wealth Management’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 		$411 Sell
7
-2
-22% -$123 ﹤0.01% 1100
2026
Q1 		$587 Buy
9
+3
+50% +$213 ﹤0.01% 942
2025
Q4 		$416 Buy
6
+5
+500% +$351 ﹤0.01% 924
2025
Q3 		$69 Hold
1
– – ﹤0.01% 1217
2025
Q2 		$74 Hold
1
– – ﹤0.01% 1146
2025
Q1 		$81 Buy
+1
New +$87 ﹤0.01% 915

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

Bay Harbor Wealth Management's EXPO Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Exponent (EXPO) stake by 22% in Q2 2026, selling an estimated $123 and leaving 7 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Bay Harbor Wealth Management first reported a position in EXPO in Q1 2025 and has held it in 6 quarters since. The position peaked at $587 in Q1 2026. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Bay Harbor Wealth Management held 7 shares of Exponent worth $411 as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Exponent shares in Q2 2026, an estimated $123.
  • Exponent made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Bay Harbor Wealth Management first reported a position in Exponent in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Exponent position peaked at $587 in Q1 2026.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.