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 $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return