KAS
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Kestra Advisory Services’s Exponent EXPO Stock Holding History

Kestra Advisory Services’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
-1,128
Closed -$78.3K – 3524
2025
Q4 		$78.3K Buy
+1,128
New +$79.2K ﹤0.01% 3612
2025
Q1 		– Sell
-2,627
Closed -$234K – 2801
2024
Q4 		$234K Sell
2,627
-559
-18% -$56.3K ﹤0.01% 2394
2024
Q3 		$367K Buy
3,186
+104
+3% +$10.9K ﹤0.01% 1971
2024
Q2 		$293K Sell
3,082
-34
-1% -$3.07K ﹤0.01% 2130
2024
Q1 		$258K Buy
3,116
+126
+4% +$10.4K ﹤0.01% 2116
2023
Q4 		$263K Buy
2,990
+174
+6% +$14.3K ﹤0.01% 1932
2023
Q3 		$241K Buy
2,816
+229
+9% +$20.7K ﹤0.01% 1815
2023
Q2 		$241K Buy
2,587
+88
+4% +$8.28K ﹤0.01% 1788
2023
Q1 		$249K Sell
2,499
-3,463
-58% -$352K ﹤0.01% 1686
2022
Q4 		$591K Buy
5,962
+2,746
+85% +$267K 0.01% 1307
2022
Q3 		$282K Sell
3,216
-625
-16% -$59.3K ﹤0.01% 1630
2022
Q2 		$351K Buy
3,841
+1,653
+76% +$156K ﹤0.01% 1529
2022
Q1 		$236K Buy
2,188
+132
+6% +$12.7K ﹤0.01% 1739
2021
Q4 		$240K Sell
2,056
-93
-4% -$10.9K ﹤0.01% 1759
2021
Q3 		$243K Buy
+2,149
New +$232K ﹤0.01% 1840

Other funds holding EXPO

BlackRock
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
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 $124B AUM 33.93% 1-Year Est. Return

Kestra Advisory Services's EXPO Position: Q1 2026 in Review

Kestra Advisory Services sold out of Exponent (EXPO) in Q1 2026, closing a stake of 1,128 shares — an estimated $78.3K sold.

Kestra Advisory Services first reported a position in EXPO in Q3 2021 and held it in 15 quarters. The position peaked at $591K in Q4 2022. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,128 Exponent shares in Q1 2026, an estimated $78.3K.
  • Kestra Advisory Services first reported a position in Exponent in Q3 2021 and held it in 15 quarters.
  • Kestra Advisory Services's Exponent position peaked at $591K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.