Corient Private Wealth
EXPO icon

Corient Private Wealth’s Exponent EXPO Stock Holding History

Corient Private Wealth’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 		$262K Sell
4,463
-19,282
-81% -$1.18M ﹤0.01% 2634
2026
Q1 		$1.55M Buy
23,745
+16,596
+232% +$1.18M ﹤0.01% 1403
2025
Q4 		$497K Buy
7,149
+2,331
+48% +$164K ﹤0.01% 1880
2025
Q3 		$335K Buy
4,818
+1,938
+67% +$139K ﹤0.01% 2059
2025
Q2 		$215K Sell
2,880
-172
-6% -$13.3K ﹤0.01% 2197
2025
Q1 		$247K Sell
3,052
-2,124
-41% -$185K ﹤0.01% 1953
2024
Q4 		$461K Sell
5,176
-151
-3% -$15.2K ﹤0.01% 1672
2024
Q3 		$614K Sell
5,327
-5,711
-52% -$597K ﹤0.01% 1626
2024
Q2 		$1.05M Buy
11,038
+1,616
+17% +$146K ﹤0.01% 1303
2024
Q1 		$779K Buy
9,422
+3,605
+62% +$298K ﹤0.01% 1418
2023
Q4 		$512K Sell
5,817
-1,868
-24% -$153K ﹤0.01% 1597
2023
Q3 		$658K Buy
7,685
+5,358
+230% +$485K ﹤0.01% 1352
2023
Q2 		$217K Sell
2,327
-2,361
-50% -$222K ﹤0.01% 1836
2023
Q1 		$467K Buy
+4,688
New +$477K ﹤0.01% 1411

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

Corient Private Wealth's EXPO Position: Q2 2026 in Review

Corient Private Wealth reduced its Exponent (EXPO) stake by 81% in Q2 2026, selling an estimated $1.18M and leaving 4,463 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Corient Private Wealth first reported a position in EXPO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Corient Private Wealth held 4,463 shares of Exponent worth $262K as of Q2 2026.
  • Corient Private Wealth sold 19,282 Exponent shares in Q2 2026, an estimated $1.18M.
  • Exponent made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2634 holding.
  • Corient Private Wealth first reported a position in Exponent in Q1 2023 and has held it in 14 quarters since.
  • Corient Private Wealth's Exponent position peaked at $1.55M in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.