Certified Advisory Corp’s Exponent EXPO Stock Holding History

Certified Advisory Corp’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 Q3	$242K	Hold	3,700	–	–	0.02%	295
2026 Q2	$217K	Hold	3,700	–	–	0.02%	309
2026 Q1	$241K	Sell	3,700 -1,023	-22%	-$72.7K	0.02%	292
2025 Q4	$328K	Hold	4,723	–	–	0.03%	254
2025 Q3	$328K	Hold	4,723	–	–	0.03%	254
2025 Q2	$353K	Hold	4,723	–	–	0.04%	239
2025 Q1	$383K	Hold	4,723	–	–	0.04%	215
2024 Q4	$421K	Hold	4,723	–	–	0.05%	215
2024 Q3	$544K	Sell	4,723 -310	-6%	-$32.4K	0.06%	187
2024 Q2	$479K	Hold	5,033	–	–	0.06%	185
2024 Q1	$416K	Hold	5,033	–	–	0.06%	185
2023 Q4	$443K	Hold	5,033	–	–	0.07%	180
2023 Q3	$431K	Hold	5,033	–	–	0.08%	161
2023 Q2	$470K	Hold	5,033	–	–	0.09%	156
2023 Q1	$502K	Hold	5,033	–	–	0.09%	165
2022 Q4	$499K	Hold	5,033	–	–	0.1%	158
2022 Q3	$441K	Hold	5,033	–	–	0.1%	160
2022 Q2	$460K	Hold	5,033	–	–	0.1%	153
2022 Q1	$544K	Hold	5,033	–	–	0.12%	150
2021 Q4	$588K	Hold	5,033	–	–	0.13%	147
2021 Q3	$569K	Hold	5,033	–	–	0.14%	144
2021 Q2	$449K	Hold	5,033	–	–	0.11%	154
2021 Q1	$490K	Buy	+5,033	New	+$472K	0.13%	139
2020 Q2	$407K	Hold	5,033	–	–	0.13%	136
2020 Q1	$362K	Hold	5,033	–	–	0.14%	128
2019 Q4	$347K	Hold	5,033	–	–	0.11%	151
2019 Q3	$352K	Hold	5,033	–	–	0.12%	142
2019 Q2	$295K	Hold	5,033	–	–	0.11%	146
2019 Q1	$291K	Hold	5,033	–	–	0.12%	135
2018 Q4	$255K	Buy	5,033 +3,433	+215%	+$172K	0.13%	125
2018 Q3	$86K	Hold	1,600	–	–	0.04%	224
2018 Q2	$77K	Hold	1,600	–	–	0.04%	227
2018 Q1	$62K	Buy	+1,600	New	+$60.5K	0.04%	240

Other funds holding EXPO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Certified Advisory Corp's EXPO Position: Q3 2026 in Review

Certified Advisory Corp held its Exponent (EXPO) position steady in Q3 2026 at 3,700 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #295.

Certified Advisory Corp first reported a position in EXPO in Q1 2018 and has held it in 33 quarters since. The position peaked at $588K in Q4 2021. 197 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Certified Advisory Corp held 3,700 shares of Exponent worth $242K as of Q3 2026.
Certified Advisory Corp left its Exponent share count unchanged in Q3 2026.
Exponent made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #295 holding.
Certified Advisory Corp first reported a position in Exponent in Q1 2018 and has held it in 33 quarters since.
Certified Advisory Corp's Exponent position peaked at $588K in Q4 2021.
197 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.