Commonwealth Equity Services
EXPO icon

Commonwealth Equity Services’s Exponent EXPO Stock Holding History

Commonwealth Equity Services’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
Q3 		– Sell
-3,262
Closed -$244K – 4295
2025
Q2 		$244K Buy
3,262
+90
+3% +$6.97K ﹤0.01% 3772
2025
Q1 		$257K Sell
3,172
-69
-2% -$6.01K ﹤0.01% 3626
2024
Q4 		$289K Buy
3,241
+54
+2% +$5.44K ﹤0.01% 3435
2024
Q3 		$367K Buy
3,187
+125
+4% +$13.1K ﹤0.01% 3169
2024
Q2 		$291K Sell
3,062
-983
-24% -$88.6K ﹤0.01% 3320
2024
Q1 		$335K Sell
4,045
-4,065
-50% -$336K ﹤0.01% 3172
2023
Q4 		$714K Sell
8,110
-3,134
-28% -$257K ﹤0.01% 2415
2023
Q3 		$963K Sell
11,244
-102
-0.9% -$9.22K ﹤0.01% 2100
2023
Q2 		$1.06M Buy
11,346
+4,356
+62% +$410K ﹤0.01% 2043
2023
Q1 		$696 Sell
6,990
-137
-2% -$13.9K ﹤0.01% 2290
2022
Q4 		$706K Sell
7,127
-2,232
-24% -$217K ﹤0.01% 2192
2022
Q3 		$820K Sell
9,359
-181
-2% -$17.2K ﹤0.01% 2041
2022
Q2 		$872K Buy
9,540
+26
+0.3% +$2.45K ﹤0.01% 2006
2022
Q1 		$1.03M Buy
9,514
+683
+8% +$65.9K ﹤0.01% 1973
2021
Q4 		$1.03M Buy
8,831
+517
+6% +$60.8K ﹤0.01% 1964
2021
Q3 		$940K Buy
8,314
+11
+0.1% +$1.19K ﹤0.01% 1973
2021
Q2 		$740K Buy
8,303
+5,538
+200% +$519K ﹤0.01% 2155
2021
Q1 		$269K Buy
2,765
+2
+0.1% +$188 ﹤0.01% 2872
2020
Q4 		$248K Buy
+2,763
New +$220K ﹤0.01% 2744

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Commonwealth Equity Services's EXPO Position: Q3 2025 in Review

Commonwealth Equity Services sold out of Exponent (EXPO) in Q3 2025, closing a stake of 3,262 shares — an estimated $244K sold.

Commonwealth Equity Services first reported a position in EXPO in Q4 2020 and held it in 19 quarters. The position peaked at $1.06M in Q2 2023. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Commonwealth Equity Services reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,262 Exponent shares in Q3 2025, an estimated $244K.
  • Commonwealth Equity Services first reported a position in Exponent in Q4 2020 and held it in 19 quarters.
  • Commonwealth Equity Services's Exponent position peaked at $1.06M in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.