Nicolet Advisory Services’s Exponent EXPO Stock Holding History

Nicolet Advisory Services’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 Q4	$443K	Sell	5,952 -4,404	-43%	-$309K	0.03%	251
2025 Q3	$687K	Buy	10,356 +649	+7%	+$46.4K	0.05%	184
2025 Q2	$663K	Buy	9,707 +1,362	+16%	+$106K	0.06%	177
2025 Q1	$659K	Buy	8,345 +1,075	+15%	+$93.6K	0.07%	164
2024 Q4	$648K	Sell	7,270 -628	-8%	-$63.3K	0.06%	167
2024 Q3	$897K	Buy	7,898 +513	+7%	+$53.7K	0.08%	129
2024 Q2	$702K	Buy	7,385 +1,760	+31%	+$159K	0.07%	142
2024 Q1	$456K	Buy	5,625 +2,600	+86%	+$215K	0.05%	196
2023 Q4	$261K	Buy	3,025 +353	+13%	+$28.9K	0.03%	268
2023 Q3	$229K	Buy	+2,672	New	+$242K	0.03%	270

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 $4.6B AUM 16.08% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

Nicolet Advisory Services's EXPO Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Exponent (EXPO) stake by 43% in Q4 2025, selling an estimated $309K and leaving 5,952 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #251.

Nicolet Advisory Services first reported a position in EXPO in Q3 2023 and has held it in 10 quarters since. The position peaked at $897K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

Nicolet Advisory Services held 5,952 shares of Exponent worth $443K as of Q4 2025.
Nicolet Advisory Services sold 4,404 Exponent shares in Q4 2025, an estimated $309K.
Exponent made up 0.03% of Nicolet Advisory Services's portfolio in Q4 2025, its #251 holding.
Nicolet Advisory Services first reported a position in Exponent in Q3 2023 and has held it in 10 quarters since.
Nicolet Advisory Services's Exponent position peaked at $897K in Q3 2024.
356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.