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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everhart Financial Group's EXPO Position: Q2 2025 in Review

Everhart Financial Group sold out of Exponent (EXPO) in Q2 2025, closing a stake of 2,529 shares — an estimated $205K sold.

Everhart Financial Group first reported a position in EXPO in Q3 2024 and held it in 2 quarters. The position peaked at $259K in Q3 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Everhart Financial Group reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Everhart Financial Group sold 2,529 Exponent shares in Q2 2025, an estimated $205K.
  • Everhart Financial Group first reported a position in Exponent in Q3 2024 and held it in 2 quarters.
  • Everhart Financial Group's Exponent position peaked at $259K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Everhart Financial Group's 13F filing for Q2 2025, filed 7 Aug 2025.