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
Q1 		$1.55M Buy
23,745
+9,681
+69% +$688K ﹤0.01% 1403
2025
Q4 		$977K Buy
14,064
+9,246
+192% +$649K ﹤0.01% 1901
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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
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
RA
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

Corient Private Wealth's EXPO Position: Q1 2026 in Review

Corient Private Wealth increased its Exponent (EXPO) stake by 69% in Q1 2026, buying an estimated $688K and bringing the position to 23,745 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Corient Private Wealth first reported a position in EXPO in Q1 2023 and has held it in 13 quarters since. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Corient Private Wealth held 23,745 shares of Exponent worth $1.55M as of Q1 2026.
  • Corient Private Wealth bought 9,681 Exponent shares in Q1 2026, an estimated $688K.
  • Exponent made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1403 holding.
  • Corient Private Wealth first reported a position in Exponent in Q1 2023 and has held it in 13 quarters since.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.