Mather Group’s Exponent EXPO Stock Holding History

Mather Group’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	$76.8K	Hold	1,307	–	–	﹤0.01%	1001
2026 Q1	$85.3K	Buy	+1,307	New	+$92.9K	﹤0.01%	931
2025 Q4	–	Sell	-1,376	Closed	-$95.6K	–	967
2025 Q3	$95.6K	Buy	+1,376	New	+$98.3K	﹤0.01%	776
2025 Q2	–	Sell	-1,512	Closed	-$123K	–	969
2025 Q1	$123K	Hold	1,512	–	–	﹤0.01%	709
2024 Q4	$135K	Buy	1,512 +196	+15%	+$19.7K	﹤0.01%	677
2024 Q3	$152K	Sell	1,316 -142	-10%	-$14.9K	﹤0.01%	648
2024 Q2	$121K	Sell	1,458 -44	-3%	-$3.97K	﹤0.01%	760
2024 Q1	$132K	Buy	+1,502	New	+$124K	﹤0.01%	627
2022 Q2	–	Sell	-1,948	Closed	-$211K	–	413
2022 Q1	$211K	Sell	1,948 -41	-2%	-$3.95K	﹤0.01%	422
2021 Q4	$232K	Sell	1,989 -56	-3%	-$6.58K	﹤0.01%	348
2021 Q3	$231K	Buy	+2,045	New	+$221K	0.01%	258
2021 Q2	–	Sell	-2,084	Closed	-$203K	–	288
2021 Q1	$203K	Buy	+2,084	New	+$196K	0.01%	262

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group's EXPO Position: Q2 2026 in Review

Mather Group held its Exponent (EXPO) position steady in Q2 2026 at 1,307 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Mather Group first reported a position in EXPO in Q1 2021 and has held it in 12 quarters since. The position peaked at $232K in Q4 2021. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Mather Group held 1,307 shares of Exponent worth $76.8K as of Q2 2026.
Mather Group left its Exponent share count unchanged in Q2 2026.
Exponent made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1001 holding.
Mather Group first reported a position in Exponent in Q1 2021 and has held it in 12 quarters since.
Mather Group's Exponent position peaked at $232K in Q4 2021.
341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.