Cerity Partners
EXPO icon

Cerity Partners’s Exponent EXPO Stock Holding History

Cerity Partners’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 		$1.04M Sell
17,676
-19,207
-52% -$1.18M ﹤0.01% 1977
2026
Q1 		$2.41M Buy
36,883
+10,672
+41% +$758K ﹤0.01% 1381
2025
Q4 		$1.82M Buy
26,211
+5,705
+28% +$401K ﹤0.01% 1411
2025
Q3 		$1.42M Buy
20,506
+4,777
+30% +$341K ﹤0.01% 1442
2025
Q2 		$1.18M Sell
15,729
-86
-0.5% -$6.66K ﹤0.01% 1446
2025
Q1 		$1.28M Sell
15,815
-4,164
-21% -$363K ﹤0.01% 1321
2024
Q4 		$2.27M Sell
19,979
-1,844
-8% -$186K ﹤0.01% 1049
2024
Q3 		$2.52M Buy
21,823
+3,659
+20% +$383K 0.01% 987
2024
Q2 		$1.73M Sell
18,164
-1,622
-8% -$146K ﹤0.01% 968
2024
Q1 		$1.64M Buy
19,786
+17,205
+667% +$1.42M ﹤0.01% 1063
2023
Q4 		$227K Buy
+2,581
New +$211K ﹤0.01% 1666
2023
Q2 		– Sell
-2,557
Closed -$849K – 1746
2023
Q1 		$849K Buy
2,557
+318
+14% +$32.4K ﹤0.01% 1054
2022
Q4 		$222K Buy
+2,239
New +$218K ﹤0.01% 1284
2019
Q2 		– Sell
-5,966
Closed -$344K – 516
2019
Q1 		$344K Buy
5,966
+582
+11% +$31.4K 0.02% 392
2018
Q4 		$273K Buy
5,384
+1,462
+37% +$73.3K 0.02% 421
2018
Q3 		$210K Sell
3,922
-415
-10% -$21.3K 0.01% 505
2018
Q2 		$209K Buy
+4,337
New +$199K 0.02% 505

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
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

Cerity Partners's EXPO Position: Q2 2026 in Review

Cerity Partners reduced its Exponent (EXPO) stake by 52% in Q2 2026, selling an estimated $1.18M and leaving 17,676 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Cerity Partners first reported a position in EXPO in Q2 2018 and has held it in 17 quarters since. The position peaked at $2.52M in Q3 2024. 319 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Cerity Partners held 17,676 shares of Exponent worth $1.04M as of Q2 2026.
  • Cerity Partners sold 19,207 Exponent shares in Q2 2026, an estimated $1.18M.
  • Exponent made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1977 holding.
  • Cerity Partners first reported a position in Exponent in Q2 2018 and has held it in 17 quarters since.
  • Cerity Partners's Exponent position peaked at $2.52M in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.