Kestra Investment Management
EXPO icon

Kestra Investment Management’s Exponent EXPO Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-7
Closed -$523 – 531
2025
Q2 		$523 Sell
7
-8
-53% -$620 ﹤0.01% 705
2025
Q1 		$1.22K Buy
+15
New +$1.31K ﹤0.01% 799

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Geneva Capital Management
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State Street
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Geode Capital Management
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Neuberger Berman Group
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Morgan Stanley
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Investment Management's EXPO Position: Q3 2025 in Review

Kestra Investment Management sold out of Exponent (EXPO) in Q3 2025, closing a stake of 7 shares — an estimated $523 sold.

Kestra Investment Management first reported a position in EXPO in Q1 2025 and held it in 2 quarters. The position peaked at $1.22K in Q1 2025. 360 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Kestra Investment Management reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 7 Exponent shares in Q3 2025, an estimated $523.
  • Kestra Investment Management first reported a position in Exponent in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Exponent position peaked at $1.22K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.