NWAG
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Net Worth Advisory Group’s Exponent EXPO Stock Holding History

Net Worth Advisory 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
2025
Q3 		– Sell
-3,521
Closed -$263K – 431
2025
Q2 		$263K Buy
3,521
+129
+4% +$9.99K 0.06% 345
2025
Q1 		$275K Sell
3,392
-132
-4% -$11.5K 0.09% 277
2024
Q4 		$314K Buy
3,524
+5
+0.1% +$504 0.1% 241
2024
Q3 		$406K Buy
+3,519
New +$368K 0.12% 198

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Net Worth Advisory Group's EXPO Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Exponent (EXPO) in Q3 2025, closing a stake of 3,521 shares — an estimated $263K sold.

Net Worth Advisory Group first reported a position in EXPO in Q3 2024 and held it in 4 quarters. The position peaked at $406K in Q3 2024. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,521 Exponent shares in Q3 2025, an estimated $263K.
  • Net Worth Advisory Group first reported a position in Exponent in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Exponent position peaked at $406K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.