CPG
EXPO icon

Cornerstone Planning Group’s Exponent EXPO Stock Holding History

Cornerstone Planning Group’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 		$533 Buy
9
+1
+13% +$71 ﹤0.01% 1627
2025
Q4 		$590 Buy
+8
New +$562 ﹤0.01% 1482
2024
Q1 		– Sell
-12
Closed -$1.06K – 1132
2023
Q4 		$1.06K Hold
12
– – ﹤0.01% 710
2023
Q3 		$1.03K Hold
12
– – ﹤0.01% 781
2023
Q2 		$1.12K Buy
+12
New +$1.13K ﹤0.01% 1326
2022
Q4 		$2.38K Buy
+24
New +$2.33K ﹤0.01% 1142

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