Callan Family Office
EXPO icon

Callan Family Office’s Exponent EXPO Stock Holding History

Callan Family Office’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 		$257K Sell
4,378
-4,606
-51% -$283K 0.01% 1059
2026
Q1 		$586K Buy
8,984
+487
+6% +$34.6K 0.01% 717
2025
Q4 		$590K Buy
+8,497
New +$597K 0.01% 719

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

Callan Family Office's EXPO Position: Q2 2026 in Review

Callan Family Office reduced its Exponent (EXPO) stake by 51% in Q2 2026, selling an estimated $283K and leaving 4,378 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #1059.

Callan Family Office first reported a position in EXPO in Q4 2025 and has held it in 3 quarters since. The position peaked at $590K in Q4 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Callan Family Office held 4,378 shares of Exponent worth $257K as of Q2 2026.
  • Callan Family Office sold 4,606 Exponent shares in Q2 2026, an estimated $283K.
  • Exponent made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1059 holding.
  • Callan Family Office first reported a position in Exponent in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's Exponent position peaked at $590K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.