EWA
EXPO icon

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
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 $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