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 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 $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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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