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Cherry Tree Wealth Management’s Exponent EXPO Stock Holding History

Cherry Tree Wealth Management’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
2025
Q4 		– Sell
-34
Closed -$2.36K – 609
2025
Q3 		$2.36K Hold
34
– – ﹤0.01% 511
2025
Q2 		$2.54K Hold
34
– – ﹤0.01% 521
2025
Q1 		$2.76K Hold
34
– – ﹤0.01% 601
2024
Q4 		$3.03K Hold
34
– – ﹤0.01% 512
2024
Q3 		$3.92K Hold
34
– – ﹤0.01% 495
2024
Q2 		$3.23K Hold
34
– – ﹤0.01% 487
2024
Q1 		$2.81K Hold
34
– – ﹤0.01% 485
2023
Q4 		$2.99K Hold
34
– – ﹤0.01% 475
2023
Q3 		$2.91K Hold
34
– – ﹤0.01% 458
2023
Q2 		$3.17K Buy
+34
New +$3.2K ﹤0.01% 457

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cherry Tree Wealth Management's EXPO Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Exponent (EXPO) in Q4 2025, closing a stake of 34 shares — an estimated $2.36K sold.

Cherry Tree Wealth Management first reported a position in EXPO in Q2 2023 and held it in 10 quarters. The position peaked at $3.92K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 34 Exponent shares in Q4 2025, an estimated $2.36K.
  • Cherry Tree Wealth Management first reported a position in Exponent in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Exponent position peaked at $3.92K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.