NW
EXPO icon

NewEdge Wealth’s Exponent EXPO Stock Holding History

NewEdge 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 		$1.29M Sell
21,889
-4,824
-18% -$296K 0.01% 587
2026
Q1 		$1.74M Buy
26,713
+3,329
+14% +$237K 0.02% 471
2025
Q4 		$1.62M Sell
23,384
-8,658
-27% -$608K 0.02% 509
2025
Q3 		$2.36M Sell
32,042
-1,747
-5% -$125K 0.03% 356
2025
Q2 		$2.41M Sell
33,789
-529
-2% -$41K 0.04% 343
2025
Q1 		$2.78M Buy
34,318
+3,895
+13% +$339K 0.05% 285
2024
Q4 		$2.71M Sell
30,423
-2,498
-8% -$252K 0.05% 294
2024
Q3 		$3.8M Buy
32,921
+1,908
+6% +$200K 0.07% 241
2024
Q2 		$2.95M Buy
31,013
+542
+2% +$48.9K 0.06% 251
2024
Q1 		$2.82M Sell
30,471
-1,927
-6% -$159K 0.06% 261
2023
Q4 		$2.85M Buy
32,398
+1,023
+3% +$83.8K 0.07% 235
2023
Q3 		$2.69M Buy
31,375
+2,459
+9% +$222K 0.09% 209
2023
Q2 		$2.7M Buy
28,916
+771
+3% +$72.5K 0.09% 202
2023
Q1 		$2.81M Buy
28,145
+266
+1% +$27.1K 0.11% 173
2022
Q4 		$2.76M Buy
27,879
+1,895
+7% +$184K 0.12% 161
2022
Q3 		$2.28M Buy
25,984
+1,086
+4% +$103K 0.11% 171
2022
Q2 		$2.28M Buy
24,898
+15,442
+163% +$1.45M 0.1% 174
2022
Q1 		$1.02M Buy
9,456
+1,366
+17% +$132K 0.05% 222
2021
Q4 		$944K Buy
8,090
+291
+4% +$34.2K 0.04% 239
2021
Q3 		$882K Buy
7,799
+748
+11% +$80.7K 0.05% 187
2021
Q2 		$629K Buy
7,051
+226
+3% +$21.2K 0.05% 199
2021
Q1 		$665K Buy
+6,825
New +$640K 0.07% 196

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 $3.37T AUM 44.26% 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

NewEdge Wealth's EXPO Position: Q2 2026 in Review

NewEdge Wealth reduced its Exponent (EXPO) stake by 18% in Q2 2026, selling an estimated $296K and leaving 21,889 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #587.

NewEdge Wealth first reported a position in EXPO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.8M in Q3 2024. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • NewEdge Wealth held 21,889 shares of Exponent worth $1.29M as of Q2 2026.
  • NewEdge Wealth sold 4,824 Exponent shares in Q2 2026, an estimated $296K.
  • Exponent made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #587 holding.
  • NewEdge Wealth first reported a position in Exponent in Q1 2021 and has held it in 22 quarters since.
  • NewEdge Wealth's Exponent position peaked at $3.8M in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.