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
Q2 		– Sell
-9
Closed -$533 – 1897
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 $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

Cornerstone Planning Group's EXPO Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Exponent (EXPO) in Q2 2026, closing a stake of 9 shares — an estimated $533 sold.

Cornerstone Planning Group first reported a position in EXPO in Q4 2022 and held it in 6 quarters. The position peaked at $2.38K in Q4 2022. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Exponent shares in Q2 2026, an estimated $533.
  • Cornerstone Planning Group first reported a position in Exponent in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's Exponent position peaked at $2.38K in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.