Clearstead Advisors’s Exponent EXPO Stock Holding History

Clearstead Advisors’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 Q1	$58K	Sell	889 -210	-19%	-$14.9K	﹤0.01%	1247
2025 Q4	$76.3K	Buy	1,099 +57	+5%	+$4K	﹤0.01%	1217
2025 Q3	$72.4K	Sell	1,042 -31	-3%	-$2.21K	﹤0.01%	1157
2025 Q2	$80.2K	Buy	1,073 +38	+4%	+$2.94K	﹤0.01%	1133
2025 Q1	$83.9K	Sell	1,035 -2,112	-67%	-$184K	﹤0.01%	1029
2024 Q4	$280K	Sell	3,147 -21	-0.7%	-$2.12K	﹤0.01%	749
2024 Q3	$365K	Sell	3,168 -817	-21%	-$85.5K	0.01%	653
2024 Q2	$379K	Buy	3,985 +3,185	+398%	+$287K	0.01%	606
2024 Q1	$75.8K	Hold	800	–	–	﹤0.01%	663
2023 Q4	$70.4K	Sell	800 -800	-50%	-$65.5K	﹤0.01%	662
2023 Q3	$137K	Buy	1,600 +800	+100%	+$72.4K	﹤0.01%	657
2023 Q2	$74.7K	Sell	800 -34	-4%	-$3.2K	﹤0.01%	640
2023 Q1	$83.1K	Buy	834 +34	+4%	+$3.46K	0.01%	546
2022 Q4	$79.3K	Hold	800	–	–	0.01%	547
2022 Q3	$70K	Hold	800	–	–	0.01%	544
2022 Q2	$73K	Sell	800 -32	-4%	-$3.02K	0.01%	545
2022 Q1	$90K	Buy	832 +32	+4%	+$3.09K	0.01%	570
2021 Q4	$93K	Buy	+800	New	+$94K	0.01%	541

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return