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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
Q2 		$56.5K Buy
961
+72
+8% +$4.42K ﹤0.01% 1463
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 Hold
800
– – ﹤0.01% 662
2023
Q3 		$68.5K Hold
800
– – ﹤0.01% 636
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
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 $3.37T AUM 44.26% 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

Clearstead Advisors's EXPO Position: Q2 2026 in Review

Clearstead Advisors increased its Exponent (EXPO) stake by 8.1% in Q2 2026, buying an estimated $4.42K and bringing the position to 961 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Clearstead Advisors first reported a position in EXPO in Q4 2021 and has held it in 19 quarters since. The position peaked at $379K in Q2 2024. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Clearstead Advisors held 961 shares of Exponent worth $56.5K as of Q2 2026.
  • Clearstead Advisors bought 72 Exponent shares in Q2 2026, an estimated $4.42K.
  • Exponent made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1463 holding.
  • Clearstead Advisors first reported a position in Exponent in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's Exponent position peaked at $379K in Q2 2024.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.