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 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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mitchell & Pahl Private Wealth's EXPO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Exponent (EXPO) stake by 11% in Q2 2026, buying an estimated $63.6K and bringing the position to 10,184 shares worth $598K. The position accounts for 0.22% of the portfolio, ranked #124.

Mitchell & Pahl Private Wealth first reported a position in EXPO in Q1 2022 and has held it in 18 quarters since. The position peaked at $687K in Q3 2024. 33 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Mitchell & Pahl Private Wealth held 10,184 shares of Exponent worth $598K as of Q2 2026.
Mitchell & Pahl Private Wealth bought 1,037 Exponent shares in Q2 2026, an estimated $63.6K.
Exponent made up 0.22% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #124 holding.
Mitchell & Pahl Private Wealth first reported a position in Exponent in Q1 2022 and has held it in 18 quarters since.
Mitchell & Pahl Private Wealth's Exponent position peaked at $687K in Q3 2024.
33 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.