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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return