Cetera Investment Advisers
EXPO icon

Cetera Investment Advisers’s Exponent EXPO Stock Holding History

Cetera Investment Advisers’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 		$1.7M Sell
28,895
-8,261
-22% -$507K ﹤0.01% 2529
2026
Q1 		$2.42M Buy
37,156
+5,229
+16% +$372K ﹤0.01% 2118
2025
Q4 		$2.22M Sell
31,927
-4,145
-11% -$291K ﹤0.01% 2121
2025
Q3 		$2.51M Buy
36,072
+26,146
+263% +$1.87M ﹤0.01% 1980
2025
Q2 		$742K Sell
9,926
-89
-0.9% -$6.9K ﹤0.01% 2651
2025
Q1 		$812K Buy
10,015
+1,112
+12% +$96.9K ﹤0.01% 2435
2024
Q4 		$793K Buy
8,903
+264
+3% +$26.6K ﹤0.01% 2325
2024
Q3 		$996K Buy
8,639
+712
+9% +$74.5K ﹤0.01% 2129
2024
Q2 		$754K Buy
7,927
+15
+0.2% +$1.35K ﹤0.01% 2278
2024
Q1 		$654K Buy
7,912
+5,238
+196% +$433K ﹤0.01% 2400
2023
Q4 		$235K Buy
2,674
+78
+3% +$6.39K ﹤0.01% 1940
2023
Q3 		$222K Buy
2,596
+116
+5% +$10.5K ﹤0.01% 1920
2023
Q2 		$231K Buy
2,480
+201
+9% +$18.9K ﹤0.01% 1900
2023
Q1 		$227K Sell
2,279
-299
-12% -$30.4K ﹤0.01% 1880
2022
Q4 		$255K Buy
+2,578
New +$250K ﹤0.01% 1762
2022
Q1 		– Sell
-2,561
Closed -$299K – 1910
2021
Q4 		$299K Sell
2,561
-131
-5% -$15.4K ﹤0.01% 1494
2021
Q3 		$305K Sell
2,692
-819
-23% -$88.3K ﹤0.01% 1432
2021
Q2 		$313K Buy
3,511
+1,128
+47% +$106K 0.01% 1386
2021
Q1 		$232K Buy
2,383
+68
+3% +$6.38K ﹤0.01% 1381
2020
Q4 		$208K Buy
+2,315
New +$185K ﹤0.01% 1435

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's EXPO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Exponent (EXPO) stake by 22% in Q2 2026, selling an estimated $507K and leaving 28,895 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Cetera Investment Advisers first reported a position in EXPO in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.51M in Q3 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Cetera Investment Advisers held 28,895 shares of Exponent worth $1.7M as of Q2 2026.
  • Cetera Investment Advisers sold 8,261 Exponent shares in Q2 2026, an estimated $507K.
  • Exponent made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2529 holding.
  • Cetera Investment Advisers first reported a position in Exponent in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Exponent position peaked at $2.51M in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.