Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Exponent EXPO Stock Holding History

Carson Wealth (CWM 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
Q1 		$975K Buy
14,948
+4,221
+39% +$300K ﹤0.01% 1551
2025
Q4 		$745K Buy
10,727
+4,798
+81% +$337K ﹤0.01% 1668
2025
Q3 		$412K Sell
5,929
-2,958
-33% -$211K ﹤0.01% 1908
2025
Q2 		$664K Buy
8,887
+504
+6% +$39.1K ﹤0.01% 1464
2025
Q1 		$680K Sell
8,383
-800
-9% -$69.7K ﹤0.01% 1335
2024
Q4 		$818K Sell
9,183
-520
-5% -$52.4K ﹤0.01% 1183
2024
Q3 		$1.12M Sell
9,703
-423
-4% -$44.3K ﹤0.01% 961
2024
Q2 		$963K Sell
10,126
-1,094
-10% -$98.6K ﹤0.01% 917
2024
Q1 		$928K Sell
11,220
-487
-4% -$40.3K ﹤0.01% 892
2023
Q4 		$1.03M Sell
11,707
-729
-6% -$59.7K 0.01% 796
2023
Q3 		$1.06M Sell
12,436
-662
-5% -$59.9K 0.01% 724
2023
Q2 		$1.22M Sell
13,098
-984
-7% -$92.5K 0.01% 636
2023
Q1 		$1.4M Sell
14,082
-200
-1% -$20.4K 0.01% 559
2022
Q4 		$1.42M Buy
14,282
+99
+0.7% +$9.62K 0.01% 517
2022
Q3 		$1.24M Sell
14,183
-488
-3% -$46.3K 0.01% 503
2022
Q2 		$1.34M Sell
14,671
-822
-5% -$77.4K 0.01% 492
2022
Q1 		$1.67M Sell
15,493
-2,397
-13% -$231K 0.01% 437
2021
Q4 		$2.09M Buy
+17,890
New +$2.1M 0.01% 422
2021
Q2 		$1.85M Hold
20,759
– – 0.01% 448
2021
Q1 		$1.85M Hold
20,759
– – 0.01% 448
2020
Q4 		$1.85M Hold
20,759
– – 0.01% 448
2020
Q3 		$1.85M Hold
20,759
– – 0.01% 448
2020
Q2 		$1.85M Hold
20,759
– – 0.01% 448
2020
Q1 		$1.85M Hold
20,759
– – 0.01% 448
2019
Q4 		$1.85M Hold
20,759
– – 0.01% 448
2019
Q3 		$1.85M Hold
20,759
– – 0.01% 448
2019
Q2 		$1.85M Hold
20,759
– – 0.01% 448
2019
Q1 		$1.85M Buy
20,759
+20,739
+103,695% +$1.12M 0.01% 448
2018
Q4 		$1K Hold
20
– – ﹤0.01% 1883
2018
Q3 		$1K Hold
20
– – ﹤0.01% 1658
2018
Q2 		$1K Buy
+20
New +$917 ﹤0.01% 1511

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EXPO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Exponent (EXPO) stake by 39% in Q1 2026, buying an estimated $300K and bringing the position to 14,948 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Carson Wealth (CWM LLC) first reported a position in EXPO in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q4 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,948 shares of Exponent worth $975K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,221 Exponent shares in Q1 2026, an estimated $300K.
  • Exponent made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1551 holding.
  • Carson Wealth (CWM LLC) first reported a position in Exponent in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Exponent position peaked at $2.09M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.