Global Retirement Partners
EXPO icon

Global Retirement Partners’s Exponent EXPO Stock Holding History

Global Retirement Partners’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 		$130K Buy
+2,218
New +$136K ﹤0.01% 1872
2025
Q4 		$137K Buy
1,972
+1,793
+1,002% +$126K ﹤0.01% 1704
2025
Q3 		$12.4K Sell
179
-8
-4% -$572 ﹤0.01% 2611
2025
Q2 		$14K Buy
+187
New +$14.5K ﹤0.01% 2449
2024
Q4 		$16.6K Hold
187
– – ﹤0.01% 2187
2024
Q3 		$21.5K Hold
187
– – ﹤0.01% 1955
2024
Q2 		$17.7K Buy
187
+102
+120% +$9.2K ﹤0.01% 2047
2024
Q1 		$6.99K Sell
85
-41
-33% -$3.39K ﹤0.01% 2271
2023
Q4 		$11.4K Sell
126
-91
-42% -$7.46K ﹤0.01% 2023
2023
Q3 		$18.6K Buy
217
+22
+11% +$1.99K ﹤0.01% 1675
2023
Q2 		$18.2K Buy
195
+16
+9% +$1.5K ﹤0.01% 1702
2023
Q1 		$16.1K Sell
179
-8
-4% -$814 ﹤0.01% 1731
2022
Q4 		$18.6K Hold
187
– – ﹤0.01% 1518
2022
Q3 		$18K Sell
187
-10
-5% -$948 ﹤0.01% 1435
2022
Q2 		$18K Buy
197
+19
+11% +$1.79K ﹤0.01% 1389
2022
Q1 		$16K Buy
+178
New +$17.2K ﹤0.01% 1432
2021
Q4 		– Sell
-77
Closed -$9K – 712
2021
Q3 		$9K Buy
77
+5
+7% +$539 ﹤0.01% 1443
2021
Q2 		$6K Sell
72
-12
-14% -$1.12K ﹤0.01% 1516
2021
Q1 		$8K Hold
84
– – ﹤0.01% 1346
2020
Q4 		$8K Hold
84
– – ﹤0.01% 1316
2020
Q3 		$6K Hold
84
– – ﹤0.01% 1275
2020
Q2 		$7K Hold
84
– – ﹤0.01% 1197
2020
Q1 		$6K Hold
84
– – ﹤0.01% 1165
2019
Q4 		$6K Buy
+84
New +$5.55K ﹤0.01% 1283

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Global Retirement Partners's EXPO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Exponent (EXPO) in Q2 2026: 2,218 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #1872 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EXPO as recently as Q4 2025.

Global Retirement Partners first reported a position in EXPO in Q4 2019 and has held it in 24 quarters since. The position peaked at $137K in Q4 2025. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Global Retirement Partners held 2,218 shares of Exponent worth $130K as of Q2 2026.
  • Exponent was a new Global Retirement Partners position in Q2 2026.
  • Exponent made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1872 holding.
  • Global Retirement Partners first reported a position in Exponent in Q4 2019 and has held it in 24 quarters since.
  • Global Retirement Partners's Exponent position peaked at $137K in Q4 2025.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.