JWA
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JFS Wealth Advisors’s Exponent EXPO Stock Holding History

JFS 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
2026
Q2 		$1.12K Sell
19
-2
-10% -$123 ﹤0.01% 1771
2026
Q1 		$1.37K Sell
21
-3
-13% -$213 ﹤0.01% 1601
2025
Q4 		$1.67K Buy
24
+23
+2,300% +$1.62K ﹤0.01% 1601
2025
Q3 		$70 Sell
1
-10
-91% -$715 ﹤0.01% 1855
2025
Q2 		$822 Sell
11
-3
-21% -$232 ﹤0.01% 1616
2025
Q1 		$1.14K Sell
14
-9
-39% -$784 ﹤0.01% 1621
2024
Q4 		$2.05K Buy
23
+5
+28% +$504 ﹤0.01% 1469
2024
Q3 		$2.13K Buy
18
+1
+6% +$105 ﹤0.01% 1460
2024
Q2 		$1.66K Buy
17
+4
+31% +$361 ﹤0.01% 1508
2024
Q1 		$1.11K Buy
13
+1
+8% +$83 ﹤0.01% 1634
2023
Q4 		$1.1K Sell
12
-9
-43% -$737 ﹤0.01% 1634
2023
Q3 		$1.84K Buy
21
+4
+24% +$362 ﹤0.01% 1390
2023
Q2 		$1.63K Sell
17
-5
-23% -$470 ﹤0.01% 1461
2023
Q1 		$2.24K Buy
22
+4
+22% +$407 ﹤0.01% 1317
2022
Q4 		$1.83K Sell
18
-313
-95% -$30.4K ﹤0.01% 1405
2022
Q3 		$29K Buy
331
+2
+0.6% +$190 ﹤0.01% 486
2022
Q2 		$30K Sell
329
-2
-0.6% -$188 ﹤0.01% 500
2022
Q1 		$36K Buy
331
+11
+3% +$1.06K ﹤0.01% 485
2021
Q4 		$37K Buy
+320
New +$37.6K ﹤0.01% 468
2018
Q2 		– Sell
-110
Closed -$4K – 495
2018
Q1 		$4K Hold
110
– – ﹤0.01% 435
2017
Q4 		$4K Buy
+110
New +$4.04K ﹤0.01% 443

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's EXPO Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Exponent (EXPO) stake by 9.5% in Q2 2026, selling an estimated $123 and leaving 19 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

JFS Wealth Advisors first reported a position in EXPO in Q4 2017 and has held it in 21 quarters since. The position peaked at $37K in Q4 2021. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • JFS Wealth Advisors held 19 shares of Exponent worth $1.12K as of Q2 2026.
  • JFS Wealth Advisors sold 2 Exponent shares in Q2 2026, an estimated $123.
  • Exponent made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1771 holding.
  • JFS Wealth Advisors first reported a position in Exponent in Q4 2017 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Exponent position peaked at $37K in Q4 2021.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.