BTI
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
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 		$9.89K 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

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

Blue Trust Inc's EXPO Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Exponent (EXPO) in Q2 2026: 269 shares worth $15.8K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in EXPO as recently as Q1 2025.

Blue Trust Inc first reported a position in EXPO in Q1 2023 and has held it in 9 quarters since. The position peaked at $19K in Q4 2023. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Blue Trust Inc held 269 shares of Exponent worth $15.8K as of Q2 2026.
  • Exponent was a new Blue Trust Inc position in Q2 2026.
  • Exponent made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1729 holding.
  • Blue Trust Inc first reported a position in Exponent in Q1 2023 and has held it in 9 quarters since.
  • Blue Trust Inc's Exponent position peaked at $19K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.