MassMutual Private Wealth & Trust
EXPO icon

MassMutual Private Wealth & Trust’s Exponent EXPO Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$5.95K Sell
91
-3
-3% -$198 ﹤0.01% 1553
2026
Q2 		$5.52K Sell
94
-101
-52% -$6.2K ﹤0.01% 1640
2026
Q1 		$12.7K Sell
195
-96
-33% -$6.82K ﹤0.01% 1270
2025
Q4 		$20.2K Buy
291
+227
+355% +$15.9K ﹤0.01% 1118
2025
Q3 		$4.45K Buy
64
+17
+36% +$1.22K ﹤0.01% 1721
2025
Q2 		$3.51K Buy
47
+5
+12% +$387 ﹤0.01% 1768
2025
Q1 		$3.4K Buy
42
+10
+31% +$871 ﹤0.01% 1746
2024
Q4 		$2.85K Sell
32
-13
-29% -$1.31K ﹤0.01% 1727
2024
Q3 		$5.19K Buy
45
+20
+80% +$2.09K ﹤0.01% 1367
2024
Q2 		$2.38K Sell
25
-34
-58% -$3.07K ﹤0.01% 1568
2024
Q1 		$4.88K Sell
59
-11
-16% -$910 ﹤0.01% 1288
2023
Q4 		$6.16K Sell
70
-67
-49% -$5.49K ﹤0.01% 1177
2023
Q3 		$11.7K Buy
137
+26
+23% +$2.35K ﹤0.01% 950
2023
Q2 		$10.4K Sell
111
-3
-3% -$282 ﹤0.01% 955
2023
Q1 		$11.4K Buy
114
+5
+5% +$509 ﹤0.01% 899
2022
Q4 		$11K Hold
109
– – ﹤0.01% 780
2022
Q3 		$10K Buy
109
+40
+58% +$3.79K ﹤0.01% 754
2022
Q2 		$6K Buy
69
+55
+393% +$5.18K ﹤0.01% 834
2022
Q1 		$2K Buy
+14
New +$1.35K ﹤0.01% 1148
2016
Q2 		– Sell
-668
Closed -$17.4K – 858
2016
Q1 		$17K Buy
+668
New +$16.1K ﹤0.01% 465

Other funds holding EXPO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

MassMutual Private Wealth & Trust's EXPO Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Exponent (EXPO) stake by 3.2% in Q3 2026, selling an estimated $198 and leaving 91 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

MassMutual Private Wealth & Trust first reported a position in EXPO in Q1 2016 and has held it in 20 quarters since. The position peaked at $20.2K in Q4 2025. 285 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • MassMutual Private Wealth & Trust held 91 shares of Exponent worth $5.95K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 3 Exponent shares in Q3 2026, an estimated $198.
  • Exponent made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1553 holding.
  • MassMutual Private Wealth & Trust first reported a position in Exponent in Q1 2016 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Exponent position peaked at $20.2K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.