Orion Portfolio Solutions’s Exponent EXPO Stock Holding History

Orion Portfolio Solutions’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 Q1	$673K	Buy	8,306 +374	+5%	+$32.6K	0.01%	1268
2024 Q4	$707K	Sell	7,932 -3,525	-31%	-$355K	0.01%	1216
2024 Q3	$1.32M	Sell	11,457 -798	-7%	-$83.5K	0.01%	902
2024 Q2	$1.17M	Sell	12,255 -1,583	-11%	-$143K	0.01%	918
2024 Q1	$1.14M	Sell	13,838 -16	-0.1%	-$1.32K	0.01%	931
2023 Q4	$1.24M	Sell	13,854 -2,198	-14%	-$180K	0.01%	852
2023 Q3	$1.37M	Sell	16,052 -780	-5%	-$70.5K	0.02%	783
2023 Q2	$1.57M	Sell	16,832 -1,250	-7%	-$118K	0.02%	759
2023 Q1	$1.8M	Buy	+18,082	New	+$1.84M	0.02%	639
2020 Q3	–	Sell	-7	Closed	-$1K	–	934
2020 Q2	$1K	Buy	+7	New	+$504	﹤0.01%	1958
2020 Q1	–	Sell	-67	Closed	-$5K	–	2017
2019 Q4	$5K	Buy	+67	New	+$4.42K	﹤0.01%	1246

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Orion Portfolio Solutions's EXPO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Exponent (EXPO) stake by 4.7% in Q1 2025, buying an estimated $32.6K and bringing the position to 8,306 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #1268.

Orion Portfolio Solutions first reported a position in EXPO in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.8M in Q1 2023. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

Orion Portfolio Solutions held 8,306 shares of Exponent worth $673K as of Q1 2025.
Orion Portfolio Solutions bought 374 Exponent shares in Q1 2025, an estimated $32.6K.
Exponent made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1268 holding.
Orion Portfolio Solutions first reported a position in Exponent in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Exponent position peaked at $1.8M in Q1 2023.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.