Creative Planning’s Exponent EXPO Stock Holding History

Creative Planning’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	$4.33M	Sell	66,300 -19,823	-23%	-$1.41M	﹤0.01%	1316
2025 Q4	$5.98M	Buy	86,123 +41,771	+94%	+$2.93M	﹤0.01%	884
2025 Q3	$3.08M	Buy	44,352 +21,055	+90%	+$1.5M	﹤0.01%	1200
2025 Q2	$1.74M	Buy	23,297 +2,847	+14%	+$221K	﹤0.01%	1427
2025 Q1	$1.66M	Buy	20,450 +1,863	+10%	+$162K	﹤0.01%	1328
2024 Q4	$1.66M	Sell	18,587 -2,733	-13%	-$275K	﹤0.01%	1261
2024 Q3	$2.46M	Buy	21,320 +4,250	+25%	+$445K	﹤0.01%	960
2024 Q2	$1.62M	Buy	17,070 +6,164	+57%	+$556K	﹤0.01%	1096
2024 Q1	$902K	Buy	10,906 +4,886	+81%	+$404K	﹤0.01%	1402
2023 Q4	$530K	Sell	6,020 -253	-4%	-$20.7K	﹤0.01%	1678
2023 Q3	$537K	Buy	6,273 +2,627	+72%	+$238K	﹤0.01%	1518
2023 Q2	$340K	Sell	3,646 -341	-9%	-$32.1K	﹤0.01%	1814
2023 Q1	$397K	Buy	3,987 +666	+20%	+$67.8K	﹤0.01%	1624
2022 Q4	$329K	Buy	+3,321	New	+$323K	﹤0.01%	1663
2021 Q2	–	Sell	-3,678	Closed	-$358K	–	2236
2021 Q1	$358K	Buy	3,678 +65	+2%	+$6.1K	﹤0.01%	1674
2020 Q4	$325K	Buy	3,613 +39	+1%	+$3.11K	﹤0.01%	1570
2020 Q3	$257K	Hold	3,574	–	–	﹤0.01%	1524
2020 Q2	$289K	Hold	3,574	–	–	﹤0.01%	1328
2020 Q1	$257K	Sell	3,574 -22	-0.6%	-$1.6K	﹤0.01%	1246
2019 Q4	$248K	Hold	3,596	–	–	﹤0.01%	1507
2019 Q3	$251K	Hold	3,596	–	–	﹤0.01%	1474
2019 Q2	$211K	Hold	3,596	–	–	﹤0.01%	1587
2019 Q1	$208K	Buy	+3,596	New	+$194K	﹤0.01%	1559
2017 Q3	–	Sell	-2,806	Closed	-$82K	–	2465
2017 Q2	$82K	Hold	2,806	–	–	﹤0.01%	2136
2017 Q1	$84K	Hold	2,806	–	–	﹤0.01%	2070
2016 Q4	$85K	Buy	2,806 +6	+0.2%	+$174	﹤0.01%	1975
2016 Q3	$71K	Hold	2,800	–	–	﹤0.01%	2094
2016 Q2	$82K	Hold	2,800	–	–	﹤0.01%	1798
2016 Q1	$71K	Hold	2,800	–	–	﹤0.01%	1848
2015 Q4	$70K	Hold	2,800	–	–	﹤0.01%	1850
2015 Q3	$62K	Buy	+2,800	New	+$61.6K	﹤0.01%	1887
2015 Q2	–	Sell	-2,800	Closed	-$62K	–	1700
2015 Q1	$62K	Hold	2,800	–	–	﹤0.01%	1866
2014 Q4	$58K	Hold	2,800	–	–	﹤0.01%	1901
2014 Q3	$50K	Sell	2,800 -244	-8%	-$4.48K	﹤0.01%	1923
2014 Q2	$56K	Buy	3,044 +244	+9%	+$4.36K	﹤0.01%	1809
2014 Q1	$53K	Sell	2,800 -400	-13%	-$7.38K	﹤0.01%	1763
2013 Q4	$62K	Hold	3,200	–	–	﹤0.01%	1458
2013 Q3	$57K	Hold	3,200	–	–	﹤0.01%	1434
2013 Q2	$47K	Buy	+3,200	New	+$43.9K	﹤0.01%	1417

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's EXPO Position: Q1 2026 in Review

Creative Planning reduced its Exponent (EXPO) stake by 23% in Q1 2026, selling an estimated $1.41M and leaving 66,300 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Creative Planning first reported a position in EXPO in Q2 2013 and has held it in 39 quarters since. The position peaked at $5.98M in Q4 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Creative Planning held 66,300 shares of Exponent worth $4.33M as of Q1 2026.
Creative Planning sold 19,823 Exponent shares in Q1 2026, an estimated $1.41M.
Exponent made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1316 holding.
Creative Planning first reported a position in Exponent in Q2 2013 and has held it in 39 quarters since.
Creative Planning's Exponent position peaked at $5.98M in Q4 2025.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.