Icon Wealth Advisors’s Exponent EXPO Stock Holding History

Icon Wealth Advisors’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 Q1	–	Sell	-1,472	Closed	-$131K	–	491
2024 Q4	$131K	Sell	1,472 -589	-29%	-$59.3K	0.01%	453
2024 Q3	$238K	Sell	2,061 -982	-32%	-$103K	0.02%	326
2024 Q2	$323K	Sell	3,043 -668	-18%	-$60.2K	0.03%	271
2024 Q1	$307K	Sell	3,711 -339	-8%	-$28K	0.03%	277
2023 Q4	$357K	Buy	+4,050	New	+$332K	0.04%	241
2022 Q4	$588K	Sell	5,929 -364	-6%	-$35.4K	0.07%	178
2022 Q3	$552K	Buy	+6,293	New	+$597K	0.07%	175

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

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

GCM

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

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Icon Wealth Advisors's EXPO Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Exponent (EXPO) in Q1 2025, closing a stake of 1,472 shares — an estimated $131K sold.

Icon Wealth Advisors first reported a position in EXPO in Q3 2022 and held it in 7 quarters. The position peaked at $588K in Q4 2022. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

Icon Wealth Advisors reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
Icon Wealth Advisors sold 1,472 Exponent shares in Q1 2025, an estimated $131K.
Icon Wealth Advisors first reported a position in Exponent in Q3 2022 and held it in 7 quarters.
Icon Wealth Advisors's Exponent position peaked at $588K in Q4 2022.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.