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DiNuzzo Private Wealth’s Exponent EXPO Stock Holding History

DiNuzzo Private Wealth’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 		$177 Sell
3
-3
-50% -$184 ﹤0.01% 1260
2026
Q1 		$392 Sell
6
-2
-25% -$142 ﹤0.01% 1136
2025
Q4 		$556 Buy
8
+7
+700% +$492 ﹤0.01% 1052
2025
Q3 		$72 Sell
1
-2
-67% -$143 ﹤0.01% 1325
2025
Q2 		$225 Sell
3
-3
-50% -$232 ﹤0.01% 1226
2025
Q1 		$487 Hold
6
– – ﹤0.01% 1056
2024
Q4 		$535 Hold
6
– – ﹤0.01% 1056
2024
Q3 		$692 Hold
6
– – ﹤0.01% 993
2024
Q2 		$571 Buy
6
+1
+20% +$90 ﹤0.01% 996
2024
Q1 		$414 Buy
5
+1
+25% +$83 ﹤0.01% 1035
2023
Q4 		$353 Buy
+4
New +$328 ﹤0.01% 1088

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

DiNuzzo Private Wealth's EXPO Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Exponent (EXPO) stake by 50% in Q2 2026, selling an estimated $184 and leaving 3 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

DiNuzzo Private Wealth first reported a position in EXPO in Q4 2023 and has held it in 11 quarters since. The position peaked at $692 in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • DiNuzzo Private Wealth held 3 shares of Exponent worth $177 as of Q2 2026.
  • DiNuzzo Private Wealth sold 3 Exponent shares in Q2 2026, an estimated $184.
  • Exponent made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1260 holding.
  • DiNuzzo Private Wealth first reported a position in Exponent in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Exponent position peaked at $692 in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.