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Bell Investment Advisors’s Exponent EXPO Stock Holding History

Bell Investment 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 		$13K Sell
222
-155
-41% -$9.51K ﹤0.01% 620
2026
Q1 		$24.6K Buy
377
+305
+424% +$21.7K ﹤0.01% 398
2025
Q4 		$5K Buy
72
+2
+3% +$140 ﹤0.01% 966
2025
Q3 		$4.86K Sell
70
-25
-26% -$1.79K ﹤0.01% 949
2025
Q2 		$7.1K Sell
95
-135
-59% -$10.5K ﹤0.01% 817
2025
Q1 		$18.6K Hold
230
– – ﹤0.01% 408
2024
Q4 		$20.5K Hold
230
– – ﹤0.01% 380
2024
Q3 		$26.5K Hold
230
– – ﹤0.01% 338
2024
Q2 		$21.9K Buy
230
+150
+188% +$13.5K ﹤0.01% 378
2024
Q1 		$6.62K Hold
80
– – ﹤0.01% 774
2023
Q4 		$7.04K Buy
80
+40
+100% +$3.28K ﹤0.01% 706
2023
Q3 		$3.42K Sell
40
-12
-23% -$1.08K ﹤0.01% 1006
2023
Q2 		$4.85K Sell
52
-24
-32% -$2.26K ﹤0.01% 841
2023
Q1 		$7.58K Sell
76
-6
-7% -$611 ﹤0.01% 585
2022
Q4 		$8.13K Buy
82
+38
+86% +$3.69K ﹤0.01% 567
2022
Q3 		$4K Sell
44
-1
-2% -$95 ﹤0.01% 778
2022
Q2 		$4K Buy
+45
New +$4.24K ﹤0.01% 793
2021
Q4 		$5K Buy
43
+19
+79% +$2.23K ﹤0.01% 756
2021
Q3 		$3K Buy
+24
New +$2.59K ﹤0.01% 909

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Bell Investment Advisors's EXPO Position: Q2 2026 in Review

Bell Investment Advisors reduced its Exponent (EXPO) stake by 41% in Q2 2026, selling an estimated $9.51K and leaving 222 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bell Investment Advisors first reported a position in EXPO in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.5K in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Bell Investment Advisors held 222 shares of Exponent worth $13K as of Q2 2026.
  • Bell Investment Advisors sold 155 Exponent shares in Q2 2026, an estimated $9.51K.
  • Exponent made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #620 holding.
  • Bell Investment Advisors first reported a position in Exponent in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Exponent position peaked at $26.5K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.