Bogart Wealth LLC
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Bogart Wealth LLC’s Exponent EXPO Stock Holding History

Bogart Wealth LLC’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 		– Sell
-7
Closed -$457 – 2036
2026
Q1 		$457 Sell
7
-14
-67% -$995 ﹤0.01% 1619
2025
Q4 		$1.46K Buy
+21
New +$1.48K ﹤0.01% 1236
2022
Q4 		– Sell
-86
Closed -$8K – 1099
2022
Q3 		$8K Buy
+86
New +$8.15K ﹤0.01% 594

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Bogart Wealth LLC's EXPO Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Exponent (EXPO) in Q2 2026, closing a stake of 7 shares — an estimated $457 sold.

Bogart Wealth LLC first reported a position in EXPO in Q3 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 7 Exponent shares in Q2 2026, an estimated $457.
  • Bogart Wealth LLC first reported a position in Exponent in Q3 2022 and held it in 3 quarters.
  • Bogart Wealth LLC's Exponent position peaked at $8K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.