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Mitchell & Pahl Private Wealth’s Exponent EXPO Stock Holding History

Mitchell & Pahl Private Wealth’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 		$734K Buy
11,222
+1,038
+10% +$68.6K 0.26% 115
2026
Q2 		$598K Buy
10,184
+1,037
+11% +$63.6K 0.22% 124
2026
Q1 		$597K Buy
9,147
+593
+7% +$42.1K 0.24% 120
2025
Q4 		$594K Buy
8,554
+551
+7% +$38.7K 0.25% 124
2025
Q3 		$556K Buy
8,003
+337
+4% +$24.1K 0.23% 123
2025
Q2 		$573K Buy
7,666
+957
+14% +$74.2K 0.25% 123
2025
Q1 		$544K Buy
6,709
+164
+3% +$14.3K 0.25% 121
2024
Q4 		$583K Buy
6,545
+584
+10% +$58.8K 0.27% 116
2024
Q3 		$687K Buy
5,961
+214
+4% +$22.4K 0.32% 111
2024
Q2 		$547K Buy
5,747
+33
+0.6% +$2.98K 0.29% 117
2024
Q1 		$473K Buy
5,714
+789
+16% +$65.3K 0.25% 124
2023
Q4 		$434K Buy
4,925
+116
+2% +$9.5K 0.25% 125
2023
Q3 		$412K Buy
4,809
+1,011
+27% +$91.4K 0.24% 128
2023
Q2 		$354K Buy
3,798
+329
+9% +$30.9K 0.21% 129
2023
Q1 		$346K Buy
3,469
+104
+3% +$10.6K 0.22% 131
2022
Q4 		$333K Buy
3,365
+266
+9% +$25.8K 0.22% 132
2022
Q3 		$272K Buy
3,099
+305
+11% +$28.9K 0.2% 137
2022
Q2 		$256K Buy
2,794
+661
+31% +$62.3K 0.18% 147
2022
Q1 		$230K Buy
+2,133
New +$206K 0.15% 155

Other funds holding EXPO

Roffman Miller Associates
Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mitchell & Pahl Private Wealth's EXPO Position: Q3 2026 in Review

Mitchell & Pahl Private Wealth increased its Exponent (EXPO) stake by 10% in Q3 2026, buying an estimated $68.6K and bringing the position to 11,222 shares worth $734K. The position accounts for 0.26% of the portfolio, ranked #115.

Mitchell & Pahl Private Wealth first reported a position in EXPO in Q1 2022 and has held it in 19 quarters since. 40 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Mitchell & Pahl Private Wealth held 11,222 shares of Exponent worth $734K as of Q3 2026.
  • Mitchell & Pahl Private Wealth bought 1,038 Exponent shares in Q3 2026, an estimated $68.6K.
  • Exponent made up 0.26% of Mitchell & Pahl Private Wealth's portfolio in Q3 2026, its #115 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Exponent in Q1 2022 and has held it in 19 quarters since.
  • 40 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.