HFO
EXPO icon

Heritage Family Offices’s Exponent EXPO Stock Holding History

Heritage Family Offices’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 		– Sell
-3,355
Closed -$233K – 213
2025
Q4 		$233K Sell
3,355
-272
-7% -$19.1K 0.11% 172
2025
Q3 		$252K Buy
3,627
+155
+4% +$11.1K 0.12% 161
2025
Q2 		$286K Hold
3,472
– – 0.14% 130
2025
Q1 		$281K Buy
3,472
+349
+11% +$30.4K 0.14% 128
2024
Q4 		$278K Buy
3,123
+114
+4% +$11.5K 0.14% 134
2024
Q3 		$347K Sell
3,009
-14
-0.5% -$1.47K 0.18% 116
2024
Q2 		$288K Buy
+3,023
New +$273K 0.16% 119

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Family Offices's EXPO Position: Q1 2026 in Review

Heritage Family Offices sold out of Exponent (EXPO) in Q1 2026, closing a stake of 3,355 shares — an estimated $233K sold.

Heritage Family Offices first reported a position in EXPO in Q2 2024 and held it in 7 quarters. The position peaked at $347K in Q3 2024. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Heritage Family Offices reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 3,355 Exponent shares in Q1 2026, an estimated $233K.
  • Heritage Family Offices first reported a position in Exponent in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Exponent position peaked at $347K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.