HighPoint Advisor Group’s Exponent EXPO Stock Holding History

HighPoint Advisor Group’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 Q2	–	Sell	-2,874	Closed	-$227K	–	683
2025 Q1	$227K	Buy	2,874 +67	+2%	+$5.84K	0.01%	584
2024 Q4	$255K	Sell	2,807 -398	-12%	-$40.1K	0.01%	571
2024 Q3	$306K	Buy	3,205 +44	+1%	+$4.6K	0.02%	486
2024 Q2	$338K	Buy	3,161 +73	+2%	+$6.58K	0.02%	435
2024 Q1	$292K	Buy	3,088 +112	+4%	+$9.26K	0.02%	476
2023 Q4	$235K	Buy	+2,976	New	+$244K	0.02%	535
2022 Q2	$307K	Buy	+3,340	New	+$315K	0.03%	393
2021 Q3	$318K	Buy	+2,808	New	+$303K	0.03%	389

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighPoint Advisor Group's EXPO Position: Q2 2025 in Review

HighPoint Advisor Group sold out of Exponent (EXPO) in Q2 2025, closing a stake of 2,874 shares — an estimated $227K sold.

HighPoint Advisor Group first reported a position in EXPO in Q3 2021 and held it in 8 quarters. The position peaked at $338K in Q2 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

HighPoint Advisor Group reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
HighPoint Advisor Group sold 2,874 Exponent shares in Q2 2025, an estimated $227K.
HighPoint Advisor Group first reported a position in Exponent in Q3 2021 and held it in 8 quarters.
HighPoint Advisor Group's Exponent position peaked at $338K in Q2 2024.
368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on HighPoint Advisor Group's 13F filing for Q2 2025, filed 7 Aug 2025.