KIM
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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
-22
Closed -$1.74K – 623
2025
Q2 		$1.74K Buy
22
+7
+47% +$542 ﹤0.01% 887
2025
Q1 		$1.22K Buy
+15
New +$1.31K ﹤0.01% 799

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 22 shares — an estimated $1.74K sold.

Kestra Investment Management first reported a position in EXPO in Q1 2025 and held it in 2 quarters. The position peaked at $1.74K in Q2 2025. 359 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 22 Exponent shares in Q3 2025, an estimated $1.74K.
  • 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 $1.74K in Q2 2025.
  • 359 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.