PWM
EXPO icon

Parkworth Wealth Management’s Exponent EXPO Stock Holding History

Parkworth Wealth Management’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
Q2 		$75 Hold
1
– – ﹤0.01% 1195
2025
Q1 		$81 Hold
1
– – ﹤0.01% 994
2024
Q4 		$89 Buy
+1
New +$101 ﹤0.01% 1017

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

Parkworth Wealth Management's EXPO Position: Q2 2025 in Review

Parkworth Wealth Management held its Exponent (EXPO) position steady in Q2 2025 at 1 share worth $75. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Parkworth Wealth Management first reported a position in EXPO in Q4 2024 and has held it in 3 quarters since. The position peaked at $89 in Q4 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Exponent worth $75 as of Q2 2025.
  • Parkworth Wealth Management left its Exponent share count unchanged in Q2 2025.
  • Exponent made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1195 holding.
  • Parkworth Wealth Management first reported a position in Exponent in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Exponent position peaked at $89 in Q4 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.