CWP
EXPO icon

Curated Wealth Partners’s Exponent EXPO Stock Holding History

Curated Wealth Partners’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 		$65.6K Buy
+40,567
New +$2.49M 0.01% 665

Other funds holding EXPO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Curated Wealth Partners's EXPO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Exponent (EXPO) in Q2 2026: 40,567 shares worth $65.6K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings.

76 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Curated Wealth Partners held 40,567 shares of Exponent worth $65.6K as of Q2 2026.
  • Exponent was a new Curated Wealth Partners position in Q2 2026.
  • Exponent made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #665 holding.
  • 76 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.