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Marshall & Sterling Wealth Advisors’s Exponent EXPO Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-120
Closed -$8.34K – 443
2025
Q3 		$8.34K Hold
120
– – 0.01% 389
2025
Q2 		$8.96K Hold
120
– – 0.01% 353
2025
Q1 		$9.73K Buy
+120
New +$10.5K 0.01% 322

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
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
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

Marshall & Sterling Wealth Advisors's EXPO Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Exponent (EXPO) in Q4 2025, closing a stake of 120 shares — an estimated $8.34K sold.

Marshall & Sterling Wealth Advisors first reported a position in EXPO in Q1 2025 and held it in 3 quarters. The position peaked at $9.73K in Q1 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 120 Exponent shares in Q4 2025, an estimated $8.34K.
  • Marshall & Sterling Wealth Advisors first reported a position in Exponent in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Exponent position peaked at $9.73K in Q1 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.