CAPTRUST Financial Advisors’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Buy |
28,240
+17,911
| +173% | +$1.27M | ﹤0.01% | 1264 |
|
|
2025
Q4 | $717K | Buy |
10,329
+3,080
| +42% | +$216K | ﹤0.01% | 1692 |
|
|
2025
Q3 | $504K | Buy |
7,249
+1,201
| +20% | +$85.8K | ﹤0.01% | 1813 |
|
|
2025
Q2 | $452K | Sell |
6,048
-10,666
| -64% | -$826K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $1.35M | Sell |
16,714
-3,914
| -19% | -$341K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $1.84M | Sell |
20,628
-3,523
| -15% | -$355K | 0.01% | 922 |
|
|
2024
Q3 | $2.78M | Sell |
24,151
-3,019
| -11% | -$316K | 0.01% | 720 |
|
|
2024
Q2 | $2.58M | Sell |
27,170
-13,177
| -33% | -$1.19M | 0.01% | 706 |
|
|
2024
Q1 | $3.34M | Sell |
40,347
-5,827
| -13% | -$482K | 0.01% | 615 |
|
|
2023
Q4 | $4.07M | Sell |
46,174
-8,458
| -15% | -$693K | 0.01% | 623 |
|
|
2023
Q3 | $4.68M | Buy |
54,632
+3,938
| +8% | +$356K | 0.02% | 535 |
|
|
2023
Q2 | $4.73M | Buy |
50,694
+11,567
| +30% | +$1.09M | 0.02% | 516 |
|
|
2023
Q1 | $3.9M | Buy |
39,127
+250
| +0.6% | +$25.4K | 0.02% | 533 |
|
|
2022
Q4 | $3.85M | Buy |
38,877
+1,358
| +4% | +$132K | 0.02% | 510 |
|
|
2022
Q3 | $3.29M | Buy |
37,519
+502
| +1% | +$47.6K | 0.02% | 520 |
|
|
2022
Q2 | $3.39M | Buy |
37,017
+4,175
| +13% | +$393K | 0.02% | 465 |
|
|
2022
Q1 | $3.55M | Sell |
32,842
-644
| -2% | -$62.1K | 0.02% | 448 |
|
|
2021
Q4 | $3.91M | Buy |
33,486
+8,702
| +35% | +$1.02M | 0.03% | 416 |
|
|
2021
Q3 | $2.8M | Buy |
24,784
+949
| +4% | +$102K | 0.02% | 442 |
|
|
2021
Q2 | $2.13M | Buy |
23,835
+3,607
| +18% | +$338K | 0.02% | 486 |
|
|
2021
Q1 | $1.97M | Buy |
20,228
+19,878
| +5,679% | +$1.86M | 0.02% | 472 |
|
|
2020
Q4 | $32K | Buy |
350
+25
| +8% | +$1.99K | ﹤0.01% | 2031 |
|
|
2020
Q3 | $23K | Buy |
325
+59
| +22% | +$4.69K | ﹤0.01% | 1905 |
|
|
2020
Q2 | $22K | Buy |
+266
| New | +$19.1K | ﹤0.01% | 1898 |
|
|
2019
Q3 | – | Sell |
-154
| Closed | -$9K | – | 1954 |
|
|
2019
Q2 | $9K | Hold |
154
| – | – | ﹤0.01% | 1524 |
|
|
2019
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 1407 |
|
|
2018
Q4 | $8K | Sell |
154
-22
| -13% | -$1.1K | ﹤0.01% | 1257 |
|
|
2018
Q3 | $9K | Sell |
176
-158
| -47% | -$8.09K | ﹤0.01% | 1246 |
|
|
2018
Q2 | $16K | Sell |
334
-50
| -13% | -$2.29K | ﹤0.01% | 1018 |
|
|
2018
Q1 | $15K | Hold |
384
| – | – | ﹤0.01% | 921 |
|
|
2017
Q4 | $14K | Buy |
+384
| New | +$14.1K | ﹤0.01% | 904 |
|
Other funds holding EXPO
VPM
VCM
CCA
GCM
RA
CAPTRUST Financial Advisors's EXPO Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Exponent (EXPO) stake by 173% in Q1 2026, buying an estimated $1.27M and bringing the position to 28,240 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1264.
CAPTRUST Financial Advisors first reported a position in EXPO in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.73M in Q2 2023. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.
- CAPTRUST Financial Advisors held 28,240 shares of Exponent worth $1.84M as of Q1 2026.
- CAPTRUST Financial Advisors bought 17,911 Exponent shares in Q1 2026, an estimated $1.27M.
- Exponent made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1264 holding.
- CAPTRUST Financial Advisors first reported a position in Exponent in Q4 2017 and has held it in 31 quarters since.
- CAPTRUST Financial Advisors's Exponent position peaked at $4.73M in Q2 2023.
- 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.