NewSquare Capital’s Exponent EXPO Stock Holding History

NewSquare Capital’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	-9	Closed	-$672	–	532
2025 Q2	$672	Buy	+9	New	+$697	﹤0.01%	1105

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NewSquare Capital's EXPO Position: Q3 2025 in Review

NewSquare Capital sold out of Exponent (EXPO) in Q3 2025, closing a stake of 9 shares — an estimated $672 sold.

NewSquare Capital first reported a position in EXPO in Q2 2025 and held it in 1 quarter. The position peaked at $672 in Q2 2025. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

NewSquare Capital reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 9 Exponent shares in Q3 2025, an estimated $672.
NewSquare Capital first reported a position in Exponent in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Exponent position peaked at $672 in Q2 2025.
359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.