BetterWealth’s Exponent EXPO Stock Holding History

BetterWealth’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	$274K	Buy	4,667 +1	+0%	+$61	0.05%	72
2026 Q1	$304K	Hold	4,666	–	–	0.06%	59
2025 Q4	$324K	Sell	4,666 -21	-0.4%	-$1.48K	0.07%	47
2025 Q3	$326K	Buy	4,687 +21	+0.5%	+$1.5K	0.08%	44
2025 Q2	$349K	Hold	4,666	–	–	0.09%	41
2025 Q1	$378K	Hold	4,666	–	–	0.11%	41
2024 Q4	$416K	Hold	4,666	–	–	0.11%	44
2024 Q3	$538K	Hold	4,666	–	–	0.16%	33
2024 Q2	$444K	Hold	4,666	–	–	0.14%	36
2024 Q1	$386K	Hold	4,666	–	–	0.13%	44
2023 Q4	$411K	Hold	4,666	–	–	0.14%	40
2023 Q3	$399K	Hold	4,666	–	–	0.16%	31
2023 Q2	$435K	Hold	4,666	–	–	0.17%	32
2023 Q1	$465K	Hold	4,666	–	–	0.19%	31
2022 Q4	$462K	Hold	4,666	–	–	0.21%	23
2022 Q3	$409K	Hold	4,666	–	–	0.21%	26
2022 Q2	$427K	Hold	4,666	–	–	0.21%	28
2022 Q1	$504K	Hold	4,666	–	–	0.67%	17
2021 Q4	$545K	Buy	+4,666	New	+$548K	0.38%	20

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

BetterWealth's EXPO Position: Q2 2026 in Review

BetterWealth increased its Exponent (EXPO) stake by 0.02% in Q2 2026, buying an estimated $61 and bringing the position to 4,667 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #72.

BetterWealth first reported a position in EXPO in Q4 2021 and has held it in 19 quarters since. The position peaked at $545K in Q4 2021. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

BetterWealth held 4,667 shares of Exponent worth $274K as of Q2 2026.
BetterWealth bought 1 Exponent share in Q2 2026, an estimated $61.
Exponent made up 0.05% of BetterWealth's portfolio in Q2 2026, its #72 holding.
BetterWealth first reported a position in Exponent in Q4 2021 and has held it in 19 quarters since.
BetterWealth's Exponent position peaked at $545K in Q4 2021.
340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.