Blue Trust Inc
EXPO icon

Blue Trust Inc’s Exponent EXPO Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-269
Closed -$15.8K – 2612
2026
Q2 		$15.8K Buy
+269
New +$16.5K ﹤0.01% 1729
2025
Q2 		– Sell
-111
Closed -$9K – 2497
2025
Q1 		$9K Hold
111
– – ﹤0.01% 1937
2024
Q4 		$9.9K Buy
111
+74
+200% +$7.46K ﹤0.01% 1889
2024
Q3 		$3.52K Buy
37
+8
+28% +$837 ﹤0.01% 2473
2024
Q2 		$2.4K Buy
+29
New +$2.62K ﹤0.01% 2399
2024
Q1 		– Sell
-226
Closed -$19K – 2354
2023
Q4 		$19K Buy
226
+99
+78% +$8.11K ﹤0.01% 1309
2023
Q3 		$12K Buy
127
+34
+37% +$3.08K ﹤0.01% 1343
2023
Q2 		$9K Buy
93
+65
+232% +$6.11K ﹤0.01% 1334
2023
Q1 		$3K Buy
+28
New +$2.85K ﹤0.01% 1914

Other funds holding EXPO

Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Blue Trust Inc's EXPO Position: Q3 2026 in Review

Blue Trust Inc sold out of Exponent (EXPO) in Q3 2026, closing a stake of 269 shares — an estimated $15.8K sold.

Blue Trust Inc first reported a position in EXPO in Q1 2023 and held it in 9 quarters. The position peaked at $19K in Q4 2023. 64 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Blue Trust Inc reported no remaining Exponent position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 269 Exponent shares in Q3 2026, an estimated $15.8K.
  • Blue Trust Inc first reported a position in Exponent in Q1 2023 and held it in 9 quarters.
  • Blue Trust Inc's Exponent position peaked at $19K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.