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Mount Yale Investment Advisors’s Exponent EXPO Stock Holding History

Mount Yale Investment 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
2026
Q2 		$221K Sell
3,764
-800
-18% -$49.1K ﹤0.01% 1111
2026
Q1 		$298K Buy
4,564
+1,196
+36% +$85K 0.01% 894
2025
Q4 		$234K Buy
+3,368
New +$237K 0.01% 659

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
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
RA
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's EXPO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Exponent (EXPO) stake by 18% in Q2 2026, selling an estimated $49.1K and leaving 3,764 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Mount Yale Investment Advisors first reported a position in EXPO in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Mount Yale Investment Advisors held 3,764 shares of Exponent worth $221K as of Q2 2026.
  • Mount Yale Investment Advisors sold 800 Exponent shares in Q2 2026, an estimated $49.1K.
  • Exponent made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1111 holding.
  • Mount Yale Investment Advisors first reported a position in Exponent in Q4 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Exponent position peaked at $298K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.