EF
EXPO icon

Empowered Funds’s Exponent EXPO Stock Holding History

Empowered Funds’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 		$353K Buy
+5,408
New +$384K ﹤0.01% 1755
2025
Q1 		– Sell
-12,272
Closed -$1.09M – 1674
2024
Q4 		$1.09M Buy
12,272
+2,747
+29% +$277K 0.02% 946
2024
Q3 		$1.1M Buy
9,525
+1,724
+22% +$180K 0.02% 874
2024
Q2 		$742K Buy
7,801
+612
+9% +$55.2K 0.01% 948
2024
Q1 		$594K Buy
7,189
+764
+12% +$63.2K 0.01% 1036
2023
Q4 		$566K Buy
6,425
+1,054
+20% +$86.4K 0.01% 968
2023
Q3 		$460K Buy
5,371
+435
+9% +$39.3K 0.01% 948
2023
Q2 		$461K Buy
4,936
+450
+10% +$42.3K 0.02% 843
2023
Q1 		$447K Buy
+4,486
New +$457K 0.03% 411

Other funds holding EXPO

BlackRock
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
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
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