MCM
EXPO icon

MAI Capital Management’s Exponent EXPO Stock Holding History

MAI Capital 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
2026
Q1 		$31.4K Buy
481
+372
+341% +$26.4K ﹤0.01% 2532
2025
Q4 		$7.57K Buy
109
+6
+6% +$421 ﹤0.01% 2962
2025
Q3 		$7.16K Sell
103
-18
-15% -$1.29K ﹤0.01% 2875
2025
Q2 		$9.04K Hold
121
– – ﹤0.01% 2785
2025
Q1 		$9.81K Buy
121
+18
+17% +$1.57K ﹤0.01% 2482
2024
Q4 		$9.18K Buy
+103
New +$10.4K ﹤0.01% 2544
2022
Q3 		– Sell
-3,191
Closed -$292K – 977
2022
Q2 		$292K Buy
3,191
+103
+3% +$9.7K 0.01% 689
2022
Q1 		$334K Buy
3,088
+1,049
+51% +$101K 0.01% 667
2021
Q4 		$238K Buy
2,039
+44
+2% +$5.17K ﹤0.01% 774
2021
Q3 		$226K Buy
+1,995
New +$215K ﹤0.01% 691

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