MIM
EXPO icon

Marco Investment Management’s Exponent EXPO Stock Holding History

Marco 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
2026
Q1 		– Sell
-3,075
Closed -$214K – 236
2025
Q4 		$214K Hold
3,075
– – 0.02% 217
2025
Q3 		$214K Hold
3,075
– – 0.02% 211
2025
Q2 		$230K Hold
3,075
– – 0.02% 197
2025
Q1 		$249K Hold
3,075
– – 0.02% 185
2024
Q4 		$274K Hold
3,075
– – 0.02% 177
2024
Q3 		$354K Hold
3,075
– – 0.03% 160
2024
Q2 		$292K Sell
3,075
-26
-0.8% -$2.34K 0.03% 166
2024
Q1 		$256K Buy
3,101
+280
+10% +$23.2K 0.02% 185
2023
Q4 		$248K Hold
2,821
– – 0.03% 180
2023
Q3 		$241K Hold
2,821
– – 0.03% 174
2023
Q2 		$263K Hold
2,821
– – 0.03% 173
2023
Q1 		$281K Buy
2,821
+100
+4% +$10.2K 0.03% 167
2022
Q4 		$270K Hold
2,721
– – 0.03% 165
2022
Q3 		$239K Hold
2,721
– – 0.03% 172
2022
Q2 		$249K Buy
2,721
+26
+1% +$2.45K 0.03% 169
2022
Q1 		$291K Buy
2,695
+380
+16% +$36.6K 0.03% 172
2021
Q4 		$270K Hold
2,315
– – 0.03% 188
2021
Q3 		$262K Hold
2,315
– – 0.03% 186
2021
Q2 		$207K Sell
2,315
-50
-2% -$4.68K 0.02% 199
2021
Q1 		$230K Sell
2,365
-335
-12% -$31.4K 0.03% 179
2020
Q4 		$243K Buy
+2,700
New +$215K 0.03% 174
2020
Q3 		– Sell
-2,700
Closed -$219K – 176
2020
Q2 		$219K Buy
+2,700
New +$194K 0.04% 153
2020
Q1 		– Sell
-4,050
Closed -$279K – 164
2019
Q4 		$279K Hold
4,050
– – 0.04% 152
2019
Q3 		$283K Hold
4,050
– – 0.05% 152
2019
Q2 		$237K Hold
4,050
– – 0.04% 159
2019
Q1 		$234K Hold
4,050
– – 0.04% 162
2018
Q4 		$205K Hold
4,050
– – 0.04% 164
2018
Q3 		$217K Buy
+4,050
New +$207K 0.03% 174

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 $4.6B AUM 16.08% 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

Marco Investment Management's EXPO Position: Q1 2026 in Review

Marco Investment Management sold out of Exponent (EXPO) in Q1 2026, closing a stake of 3,075 shares — an estimated $214K sold.

Marco Investment Management first reported a position in EXPO in Q3 2018 and held it in 28 quarters. The position peaked at $354K in Q3 2024. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Marco Investment Management reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Marco Investment Management sold 3,075 Exponent shares in Q1 2026, an estimated $214K.
  • Marco Investment Management first reported a position in Exponent in Q3 2018 and held it in 28 quarters.
  • Marco Investment Management's Exponent position peaked at $354K in Q3 2024.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.