C
EXPO icon

Covestor’s Exponent EXPO Stock Holding History

Covestor’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 		$109K Buy
1,858
+113
+6% +$6.93K 0.06% 305
2026
Q1 		$114K Sell
1,745
-926
-35% -$65.8K 0.08% 240
2025
Q4 		$186K Sell
2,671
-724
-21% -$50.9K 0.1% 252
2025
Q3 		$236K Buy
3,395
+1,261
+59% +$90.1K 0.13% 153
2025
Q2 		$159K Buy
2,134
+349
+20% +$27K 0.09% 287
2025
Q1 		$145K Buy
1,785
+543
+44% +$47.3K 0.1% 269
2024
Q4 		$111K Sell
1,242
-156
-11% -$15.7K 0.07% 460
2024
Q3 		$161K Sell
1,398
-768
-35% -$80.3K 0.1% 265
2024
Q2 		$206K Buy
2,166
+1,577
+268% +$142K 0.13% 152
2024
Q1 		$49K Sell
589
-881
-60% -$72.9K 0.03% 887
2023
Q4 		$129K Sell
1,470
-4
-0.3% -$328 0.09% 332
2023
Q3 		$126K Buy
1,474
+293
+25% +$26.5K 0.1% 290
2023
Q2 		$110K Sell
1,181
-2
-0.2% -$188 0.08% 380
2023
Q1 		$118K Sell
1,183
-40
-3% -$4.07K 0.1% 291
2022
Q4 		$121K Buy
1,223
+40
+3% +$3.89K 0.1% 306
2022
Q3 		$104K Buy
1,183
+1,091
+1,186% +$103K 0.09% 336
2022
Q2 		$8K Sell
92
-1
-1% -$94 0.01% 1282
2022
Q1 		$10K Buy
93
+41
+79% +$3.95K 0.01% 1307
2021
Q4 		$6K Buy
+52
New +$6.11K 0.01% 1220

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

Covestor's EXPO Position: Q2 2026 in Review

Covestor increased its Exponent (EXPO) stake by 6.5% in Q2 2026, buying an estimated $6.93K and bringing the position to 1,858 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #305.

Covestor first reported a position in EXPO in Q4 2021 and has held it in 19 quarters since. The position peaked at $236K in Q3 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Covestor held 1,858 shares of Exponent worth $109K as of Q2 2026.
  • Covestor bought 113 Exponent shares in Q2 2026, an estimated $6.93K.
  • Exponent made up 0.06% of Covestor's portfolio in Q2 2026, its #305 holding.
  • Covestor first reported a position in Exponent in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Exponent position peaked at $236K in Q3 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.