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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return