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Grey Fox Wealth Advisors’s Exponent EXPO Stock Holding History

Grey Fox 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
2025
Q4 		– Sell
-67
Closed -$4.66K – 297
2025
Q3 		$4.66K Buy
+67
New +$4.79K ﹤0.01% 490

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 $4.6B AUM 16.08% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Grey Fox Wealth Advisors's EXPO Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Exponent (EXPO) in Q4 2025, closing a stake of 67 shares — an estimated $4.66K sold.

Grey Fox Wealth Advisors first reported a position in EXPO in Q3 2025 and held it in 1 quarter. The position peaked at $4.66K in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 67 Exponent shares in Q4 2025, an estimated $4.66K.
  • Grey Fox Wealth Advisors first reported a position in Exponent in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Exponent position peaked at $4.66K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.