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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Blue Trust Inc's EXPO Position: Q2 2025 in Review

Blue Trust Inc sold out of Exponent (EXPO) in Q2 2025, closing a stake of 111 shares — an estimated $9K sold.

Blue Trust Inc first reported a position in EXPO in Q1 2023 and held it in 8 quarters. The position peaked at $19K in Q4 2023. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Blue Trust Inc reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Blue Trust Inc sold 111 Exponent shares in Q2 2025, an estimated $9K.
  • Blue Trust Inc first reported a position in Exponent in Q1 2023 and held it in 8 quarters.
  • Blue Trust Inc's Exponent position peaked at $19K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Blue Trust Inc's 13F filing for Q2 2025, filed 24 Jul 2025.