Physician Wealth Advisors’s Exponent EXPO Stock Holding History

Physician Wealth Advisors’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 Q3	$3.01K	Buy	46 +9	+24%	+$595	﹤0.01%	1363
2026 Q2	$2.18K	Sell	37 -10	-21%	-$614	﹤0.01%	1472
2026 Q1	$3.07K	Buy	47 +12	+34%	+$853	﹤0.01%	1173
2025 Q4	$2.43K	Buy	35 +6	+21%	+$421	﹤0.01%	1204
2025 Q3	$2.02K	Buy	+29	New	+$2.07K	﹤0.01%	1220
2025 Q2	–	Sell	-10	Closed	-$811	–	1863
2025 Q1	$811	Buy	+10	New	+$871	﹤0.01%	1226

Other funds holding EXPO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Physician Wealth Advisors's EXPO Position: Q3 2026 in Review

Physician Wealth Advisors increased its Exponent (EXPO) stake by 24% in Q3 2026, buying an estimated $595 and bringing the position to 46 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Physician Wealth Advisors first reported a position in EXPO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07K in Q1 2026. 285 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

Physician Wealth Advisors held 46 shares of Exponent worth $3.01K as of Q3 2026.
Physician Wealth Advisors bought 9 Exponent shares in Q3 2026, an estimated $595.
Exponent made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1363 holding.
Physician Wealth Advisors first reported a position in Exponent in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's Exponent position peaked at $3.07K in Q1 2026.
285 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.