Clark Wealth Partners’s Exponent EXPO Stock Holding History

Clark Wealth 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
2025 Q1	–	Sell	-155	Closed	-$13.8K	–	554
2024 Q4	$13.8K	Buy	+155	New	+$15.6K	0.01%	152

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Clark Wealth Partners's EXPO Position: Q1 2025 in Review

Clark Wealth Partners sold out of Exponent (EXPO) in Q1 2025, closing a stake of 155 shares — an estimated $13.8K sold.

Clark Wealth Partners first reported a position in EXPO in Q4 2024 and held it in 1 quarter. The position peaked at $13.8K in Q4 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

Clark Wealth Partners reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
Clark Wealth Partners sold 155 Exponent shares in Q1 2025, an estimated $13.8K.
Clark Wealth Partners first reported a position in Exponent in Q4 2024 and held it in 1 quarter.
Clark Wealth Partners's Exponent position peaked at $13.8K in Q4 2024.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Clark Wealth Partners's 13F filing for Q1 2025, filed 4 Feb 2026.