HM Payson & Co’s Exponent EXPO Stock Holding History

HM Payson & Co’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	$38.4K	Hold	589	–	–	﹤0.01%	739
2025 Q4	$40.9K	Hold	589	–	–	﹤0.01%	731
2025 Q3	$40.9K	Buy	589 +149	+34%	+$10.6K	﹤0.01%	734
2025 Q2	$32.9K	Buy	440 +150	+52%	+$11.6K	﹤0.01%	712
2025 Q1	$23.5K	Buy	+290	New	+$25.3K	﹤0.01%	769
2023 Q2	–	Sell	-82	Closed	-$8.18K	–	1023
2023 Q1	$8.18K	Hold	82	–	–	﹤0.01%	815
2022 Q4	$8.13K	Sell	82 -74	-47%	-$7.19K	﹤0.01%	760
2022 Q3	$14K	Hold	156	–	–	﹤0.01%	750
2022 Q2	$14K	Buy	156 +74	+90%	+$6.97K	﹤0.01%	773
2022 Q1	$9K	Hold	82	–	–	﹤0.01%	852
2021 Q4	$10K	Hold	82	–	–	﹤0.01%	862
2021 Q3	$9K	Hold	82	–	–	﹤0.01%	843
2021 Q2	$7K	Hold	82	–	–	﹤0.01%	854
2021 Q1	$8K	Hold	82	–	–	﹤0.01%	889
2020 Q4	$7K	Buy	+82	New	+$6.54K	﹤0.01%	894

Other funds holding EXPO

BlackRock New York $5.72T 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return