Harbor Investment Advisory’s Exponent EXPO Stock Holding History

Harbor Investment Advisory’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	$17K	Hold	260	–	–	﹤0.01%	1024
2026 Q2	$15.3K	Hold	260	–	–	﹤0.01%	990
2026 Q1	$17K	Sell	260 -427	-62%	-$30.3K	﹤0.01%	812
2025 Q4	$47.7K	Sell	687 -283	-29%	-$19.9K	﹤0.01%	672
2025 Q3	$67.4K	Hold	970	–	–	0.01%	576
2025 Q2	$72.5K	Hold	970	–	–	0.01%	562
2025 Q1	$78.6K	Hold	970	–	–	0.01%	522
2024 Q4	$86.4K	Hold	970	–	–	0.01%	483
2024 Q3	$112K	Sell	970 -3	-0.3%	-$314	0.01%	439
2024 Q2	$92.6K	Buy	973 +3	+0.3%	+$270	0.01%	453
2024 Q1	$80.2K	Hold	970	–	–	0.01%	488
2023 Q4	$85.4K	Hold	970	–	–	0.01%	451
2023 Q3	$83K	Hold	970	–	–	0.01%	436
2023 Q2	$90.5K	Hold	970	–	–	0.01%	529
2023 Q1	$96.7K	Sell	970 -153	-14%	-$15.6K	0.01%	503
2022 Q4	$111K	Sell	1,123 -16	-1%	-$1.55K	0.02%	469
2022 Q3	$100K	Hold	1,139	–	–	0.02%	471
2022 Q2	$104K	Hold	1,139	–	–	0.02%	492
2022 Q1	$123K	Hold	1,139	–	–	0.02%	482
2021 Q4	$133K	Sell	1,139 -85	-7%	-$9.99K	0.02%	461
2021 Q3	$138K	Buy	1,224 +964	+371%	+$104K	0.02%	445
2021 Q2	$23K	Hold	260	–	–	﹤0.01%	878
2021 Q1	$25K	Hold	260	–	–	﹤0.01%	845
2020 Q4	$23K	Hold	260	–	–	﹤0.01%	803
2020 Q3	$19K	Hold	260	–	–	﹤0.01%	747
2020 Q2	$21K	Hold	260	–	–	﹤0.01%	619
2020 Q1	$19K	Hold	260	–	–	0.01%	584
2019 Q4	$18K	Buy	+260	New	+$17.2K	﹤0.01%	554

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

Harbor Investment Advisory's EXPO Position: Q3 2026 in Review

Harbor Investment Advisory held its Exponent (EXPO) position steady in Q3 2026 at 260 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Harbor Investment Advisory first reported a position in EXPO in Q4 2019 and has held it in 28 quarters since. The position peaked at $138K in Q3 2021. 24 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Harbor Investment Advisory held 260 shares of Exponent worth $17K as of Q3 2026.
Harbor Investment Advisory left its Exponent share count unchanged in Q3 2026.
Exponent made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1024 holding.
Harbor Investment Advisory first reported a position in Exponent in Q4 2019 and has held it in 28 quarters since.
Harbor Investment Advisory's Exponent position peaked at $138K in Q3 2021.
24 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.