CAL
EXPO icon

Capital Advisors Ltd’s Exponent EXPO Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-101
Closed -$7K – 1438
2025
Q4 		$7K Buy
+101
New +$7.09K ﹤0.01% 871
2023
Q2 		– Sell
-16
Closed -$2K – 1361
2023
Q1 		$2K Hold
16
– – ﹤0.01% 887
2022
Q4 		$2K Buy
16
+3
+23% +$291 ﹤0.01% 846
2022
Q3 		$1K Buy
13
+7
+117% +$664 ﹤0.01% 1010
2022
Q2 		$1K Buy
6
+4
+200% +$377 ﹤0.01% 777
2022
Q1 		$0 Buy
+2
New +$193 ﹤0.01% 992

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capital Advisors Ltd's EXPO Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Exponent (EXPO) in Q1 2026, closing a stake of 101 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in EXPO in Q1 2022 and held it in 6 quarters. The position peaked at $7K in Q4 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 101 Exponent shares in Q1 2026, an estimated $7K.
  • Capital Advisors Ltd first reported a position in Exponent in Q1 2022 and held it in 6 quarters.
  • Capital Advisors Ltd's Exponent position peaked at $7K in Q4 2025.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.