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
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 $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