CVA Family Office’s Exponent EXPO Stock Holding History

CVA Family Office’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	$2.81K	Buy	+43	New	+$3.06K	﹤0.01%	1428
2025 Q4	–	Sell	-7	Closed	-$486	–	1315
2025 Q3	$486	Buy	+7	New	+$500	﹤0.01%	1254
2025 Q2	–	Sell	-23	Closed	-$1.86K	–	1336
2025 Q1	$1.86K	Hold	23	–	–	﹤0.01%	1018
2024 Q4	$2.05K	Hold	23	–	–	﹤0.01%	986
2024 Q3	$2.65K	Hold	23	–	–	﹤0.01%	941
2024 Q2	$2.19K	Buy	+23	New	+$2.07K	﹤0.01%	939
2023 Q3	–	Sell	-108	Closed	-$10.1K	–	477
2023 Q2	$10.1K	Buy	108 +61	+130%	+$5.74K	﹤0.01%	721
2023 Q1	$4.68K	Hold	47	–	–	﹤0.01%	781
2022 Q4	$4.66K	Hold	47	–	–	﹤0.01%	743
2022 Q3	$4K	Hold	47	–	–	﹤0.01%	737
2022 Q2	$4K	Hold	47	–	–	﹤0.01%	765
2022 Q1	$5K	Hold	47	–	–	﹤0.01%	767
2021 Q4	$5K	Buy	+47	New	+$5.52K	﹤0.01%	745
2021 Q3	–	Sell	-62	Closed	-$6K	–	525
2021 Q2	$6K	Buy	62 +15	+32%	+$1.4K	﹤0.01%	729
2021 Q1	$5K	Buy	+47	New	+$4.41K	﹤0.01%	618

Other funds holding EXPO

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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