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McClarren Financial Advisors’s Exponent EXPO Stock Holding History

McClarren Financial 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
Q2 		– Sell
-1
Closed – – 151
2025
Q1 		$0 Buy
+1
New +$87 ﹤0.01% 302
2024
Q4 		– Sell
-1
Closed – – 238
2024
Q3 		$0 Sell
1
-94
-99% -$9.83K ﹤0.01% 269
2024
Q2 		$0 Buy
95
+93
+4,650% +$8.38K ﹤0.01% 326
2024
Q1 		$1K Buy
2
+1
+100% +$83 ﹤0.01% 307
2023
Q4 		$0 Hold
1
– – ﹤0.01% 388
2023
Q3 		$0 Hold
1
– – ﹤0.01% 343
2023
Q2 		$0 Hold
1
– – ﹤0.01% 379
2023
Q1 		$0 Hold
1
– – ﹤0.01% 375
2022
Q4 		$0 Buy
+1
New +$97 ﹤0.01% 380

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

McClarren Financial Advisors's EXPO Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Exponent (EXPO) in Q2 2025, closing a stake of 1 share.

McClarren Financial Advisors first reported a position in EXPO in Q4 2022 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 1 Exponent share in Q2 2025.
  • McClarren Financial Advisors first reported a position in Exponent in Q4 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's Exponent position peaked at $1K in Q1 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.