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Essential Partners’s Exponent EXPO Stock Holding History

Essential Partners’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
Q3 		$14.5K Buy
222
+119
+116% +$7.86K 0.01% 1034
2026
Q2 		$6.05K Sell
103
-262
-72% -$16.1K ﹤0.01% 1454
2026
Q1 		$23.8K Buy
365
+15
+4% +$1.07K 0.01% 860
2025
Q4 		$24.3K Buy
350
+57
+19% +$4K 0.01% 837
2025
Q3 		$20.4K Buy
293
+267
+1,027% +$19.1K 0.01% 886
2025
Q2 		$1.94K Buy
+26
New +$2.02K ﹤0.01% 1326

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $277M AUM 23.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Essential Partners's EXPO Position: Q3 2026 in Review

Essential Partners increased its Exponent (EXPO) stake by 116% in Q3 2026, buying an estimated $7.86K and bringing the position to 222 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #1034.

Essential Partners first reported a position in EXPO in Q2 2025 and has held it in 6 quarters since. The position peaked at $24.3K in Q4 2025. 24 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Essential Partners held 222 shares of Exponent worth $14.5K as of Q3 2026.
  • Essential Partners bought 119 Exponent shares in Q3 2026, an estimated $7.86K.
  • Exponent made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1034 holding.
  • Essential Partners first reported a position in Exponent in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Exponent position peaked at $24.3K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.