Envestnet Portfolio Solutions
EXPO icon

Envestnet Portfolio Solutions’s Exponent EXPO Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-3,566
Closed -$233K – 1391
2026
Q1 		$233K Sell
3,566
-1,319
-27% -$93.7K ﹤0.01% 1212
2025
Q4 		$339K Sell
4,885
-1,684
-26% -$118K ﹤0.01% 1219
2025
Q3 		$456K Sell
6,569
-922
-12% -$65.9K ﹤0.01% 1070
2025
Q2 		$560K Sell
7,491
-1,276
-15% -$98.9K ﹤0.01% 1043
2025
Q1 		$711K Sell
8,767
-2,528
-22% -$220K ﹤0.01% 915
2024
Q4 		$1.01M Sell
11,295
-1,647
-13% -$166K ﹤0.01% 920
2024
Q3 		$1.49M Buy
12,942
+27
+0.2% +$2.82K ﹤0.01% 766
2024
Q2 		$1.23M Buy
12,915
+34
+0.3% +$3.07K ﹤0.01% 795
2024
Q1 		$1.07M Sell
12,881
-778
-6% -$64.3K ﹤0.01% 822
2023
Q4 		$1.2M Buy
13,659
+543
+4% +$44.5K 0.01% 742
2023
Q3 		$1.12M Buy
+13,116
New +$1.19M 0.01% 724

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Envestnet Portfolio Solutions's EXPO Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Exponent (EXPO) in Q2 2026, closing a stake of 3,566 shares — an estimated $233K sold.

Envestnet Portfolio Solutions first reported a position in EXPO in Q3 2023 and held it in 11 quarters. The position peaked at $1.49M in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Envestnet Portfolio Solutions reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,566 Exponent shares in Q2 2026, an estimated $233K.
  • Envestnet Portfolio Solutions first reported a position in Exponent in Q3 2023 and held it in 11 quarters.
  • Envestnet Portfolio Solutions's Exponent position peaked at $1.49M in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.