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LVW Advisors’s Exponent EXPO Stock Holding History

LVW 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 		– Sell
-3,418
Closed -$223K – 474
2026
Q1 		$223K Sell
3,418
-127
-4% -$9.03K 0.02% 388
2025
Q4 		$246K Sell
3,545
-981
-22% -$68.9K 0.03% 309
2025
Q3 		$314K Sell
4,526
-599
-12% -$42.8K 0.03% 269
2025
Q2 		$383K Sell
5,125
-483
-9% -$37.4K 0.04% 232
2025
Q1 		$455K Buy
5,608
+61
+1% +$5.31K 0.05% 186
2024
Q4 		$494K Sell
5,547
-493
-8% -$49.7K 0.06% 191
2024
Q3 		$696K Buy
6,040
+592
+11% +$61.9K 0.09% 148
2024
Q2 		$518K Buy
5,448
+387
+8% +$34.9K 0.08% 166
2024
Q1 		$418K Sell
5,061
-577
-10% -$47.7K 0.07% 193
2023
Q4 		$496K Sell
5,638
-215
-4% -$17.6K 0.09% 157
2023
Q3 		$501K Sell
5,853
-516
-8% -$46.7K 0.1% 130
2023
Q2 		$594K Sell
6,369
-80
-1% -$7.52K 0.11% 118
2023
Q1 		$643K Sell
6,449
-180
-3% -$18.3K 0.13% 122
2022
Q4 		$657K Sell
6,629
-657
-9% -$63.8K 0.13% 121
2022
Q3 		$639K Buy
7,286
+269
+4% +$25.5K 0.14% 110
2022
Q2 		$642K Buy
7,017
+2,824
+67% +$266K 0.13% 115
2022
Q1 		$453K Sell
4,193
-311
-7% -$30K 0.08% 155
2021
Q4 		$526K Sell
4,504
-15
-0.3% -$1.76K 0.09% 144
2021
Q3 		$511K Buy
4,519
+65
+1% +$7.01K 0.09% 155
2021
Q2 		$397K Sell
4,454
-206
-4% -$19.3K 0.07% 166
2021
Q1 		$454K Buy
4,660
+1,514
+48% +$142K 0.09% 156
2020
Q4 		$283K Buy
3,146
+113
+4% +$9.01K 0.06% 170
2020
Q3 		$218K Buy
+3,033
New +$241K 0.05% 181

Other funds holding EXPO

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LVW Advisors's EXPO Position: Q2 2026 in Review

LVW Advisors sold out of Exponent (EXPO) in Q2 2026, closing a stake of 3,418 shares — an estimated $223K sold.

LVW Advisors first reported a position in EXPO in Q3 2020 and held it in 23 quarters. The position peaked at $696K in Q3 2024. 91 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • LVW Advisors reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 3,418 Exponent shares in Q2 2026, an estimated $223K.
  • LVW Advisors first reported a position in Exponent in Q3 2020 and held it in 23 quarters.
  • LVW Advisors's Exponent position peaked at $696K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.