EWA
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EverSource Wealth Advisors’s Exponent EXPO Stock Holding History

EverSource Wealth Advisors’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 		$43.2K Sell
736
-727
-50% -$44.6K ﹤0.01% 1875
2026
Q1 		$95.5K Sell
1,463
-126
-8% -$8.95K ﹤0.01% 1457
2025
Q4 		$110K Sell
1,589
-173
-10% -$12.2K ﹤0.01% 1264
2025
Q3 		$122K Sell
1,762
-509
-22% -$36.4K ﹤0.01% 1175
2025
Q2 		$170K Sell
2,271
-862
-28% -$66.8K 0.01% 936
2025
Q1 		$254K Buy
3,133
+228
+8% +$19.9K 0.01% 580
2024
Q4 		$259K Buy
2,905
+22
+0.8% +$2.22K 0.01% 555
2024
Q3 		$332K Sell
2,883
-220
-7% -$23K 0.02% 421
2024
Q2 		$329K Buy
3,103
+34
+1% +$3.07K 0.02% 418
2024
Q1 		$282K Sell
3,069
-514
-14% -$42.5K 0.02% 393
2023
Q4 		$315K Buy
3,583
+101
+3% +$8.28K 0.03% 328
2023
Q3 		$298K Buy
3,482
+212
+6% +$19.2K 0.03% 309
2023
Q2 		$305K Sell
3,270
-288
-8% -$27.1K 0.03% 309
2023
Q1 		$355K Buy
3,558
+50
+1% +$5.09K 0.04% 272
2022
Q4 		$348K Sell
3,508
-2,446
-41% -$238K 0.05% 252
2022
Q3 		$522K Sell
5,954
-949
-14% -$90K 0.12% 168
2022
Q2 		$631K Buy
6,903
+2,825
+69% +$266K 0.16% 119
2022
Q1 		$441K Buy
4,078
+2,145
+111% +$207K 0.11% 167
2021
Q4 		$226K Buy
+1,933
New +$227K 0.06% 207

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
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

EverSource Wealth Advisors's EXPO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Exponent (EXPO) stake by 50% in Q2 2026, selling an estimated $44.6K and leaving 736 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

EverSource Wealth Advisors first reported a position in EXPO in Q4 2021 and has held it in 19 quarters since. The position peaked at $631K in Q2 2022. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • EverSource Wealth Advisors held 736 shares of Exponent worth $43.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 727 Exponent shares in Q2 2026, an estimated $44.6K.
  • Exponent made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1875 holding.
  • EverSource Wealth Advisors first reported a position in Exponent in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Exponent position peaked at $631K in Q2 2022.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.