Fortitude Family Office’s Exponent EXPO Stock Holding History

Fortitude Family Office’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	$1.77K	Buy	27 +10	+59%	+$661	﹤0.01%	2067
2026 Q2	$999	Sell	17 -9	-35%	-$552	﹤0.01%	1754
2026 Q1	$1.7K	Buy	26 +21	+420%	+$1.49K	﹤0.01%	1339
2025 Q4	$347	Sell	5 -116	-96%	-$8.15K	﹤0.01%	1795
2025 Q3	$8.41K	Sell	121 -111	-48%	-$7.93K	﹤0.01%	627
2025 Q2	$17.3K	Buy	232 +220	+1,833%	+$17K	0.01%	401
2025 Q1	$973	Sell	12 -23	-66%	-$2K	﹤0.01%	1023
2024 Q4	$3.12K	Sell	35 -6	-15%	-$604	﹤0.01%	954
2024 Q3	$4.73K	Buy	+41	New	+$4.29K	﹤0.01%	810

Other funds holding EXPO

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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 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

Fortitude Family Office's EXPO Position: Q3 2026 in Review

Fortitude Family Office increased its Exponent (EXPO) stake by 59% in Q3 2026, buying an estimated $661 and bringing the position to 27 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Fortitude Family Office first reported a position in EXPO in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.3K in Q2 2025. 25 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Fortitude Family Office held 27 shares of Exponent worth $1.77K as of Q3 2026.
Fortitude Family Office bought 10 Exponent shares in Q3 2026, an estimated $661.
Exponent made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2067 holding.
Fortitude Family Office first reported a position in Exponent in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Exponent position peaked at $17.3K in Q2 2025.
25 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.