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Everhart Financial Group’s Exponent EXPO Stock Holding History

Everhart Financial Group’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 		$225K Buy
+3,432
New +$227K 0.01% 439
2025
Q2 		– Sell
-2,529
Closed -$205K – 343
2025
Q1 		$205K Buy
+2,529
New +$220K 0.03% 318
2024
Q4 		– Sell
-2,243
Closed -$259K – 319
2024
Q3 		$259K Buy
+2,243
New +$235K 0.06% 280

Other funds holding EXPO

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Everhart Financial Group's EXPO Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Exponent (EXPO) in Q3 2026: 3,432 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in EXPO as recently as Q1 2025.

Everhart Financial Group first reported a position in EXPO in Q3 2024 and has held it in 3 quarters since. The position peaked at $259K in Q3 2024. 31 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Everhart Financial Group held 3,432 shares of Exponent worth $225K as of Q3 2026.
  • Exponent was a new Everhart Financial Group position in Q3 2026.
  • Exponent made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #439 holding.
  • Everhart Financial Group first reported a position in Exponent in Q3 2024 and has held it in 3 quarters since.
  • Everhart Financial Group's Exponent position peaked at $259K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.