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Colonial Trust’s Exponent EXPO Stock Holding History

Colonial Trust’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 		$2.21K Buy
38
+2
+6% +$123 ﹤0.01% 1031
2026
Q1 		$2.37K Buy
36
+34
+1,700% +$2.42K ﹤0.01% 1004
2025
Q4 		$106 Sell
2
-33
-94% -$2.32K ﹤0.01% 1090
2025
Q3 		$2.44K Buy
35
+1
+3% +$71 ﹤0.01% 982
2025
Q2 		$2.51K Hold
34
– – ﹤0.01% 952
2025
Q1 		$2.72K Hold
34
– – ﹤0.01% 932
2024
Q4 		$2.98K Hold
34
– – ﹤0.01% 1163
2024
Q3 		$3.8K Buy
+34
New +$3.56K ﹤0.01% 909

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

Colonial Trust's EXPO Position: Q2 2026 in Review

Colonial Trust increased its Exponent (EXPO) stake by 5.6% in Q2 2026, buying an estimated $123 and bringing the position to 38 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Colonial Trust first reported a position in EXPO in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.8K in Q3 2024. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Colonial Trust held 38 shares of Exponent worth $2.21K as of Q2 2026.
  • Colonial Trust bought 2 Exponent shares in Q2 2026, an estimated $123.
  • Exponent made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #1031 holding.
  • Colonial Trust first reported a position in Exponent in Q3 2024 and has held it in 8 quarters since.
  • Colonial Trust's Exponent position peaked at $3.8K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.