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 Q2	$2.17K	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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's EXPO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Exponent (EXPO) stake by 21% in Q2 2026, selling an estimated $614 and leaving 37 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Physician Wealth Advisors first reported a position in EXPO in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.07K in Q1 2026. 47 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Physician Wealth Advisors held 37 shares of Exponent worth $2.17K as of Q2 2026.
Physician Wealth Advisors sold 10 Exponent shares in Q2 2026, an estimated $614.
Exponent made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1472 holding.
Physician Wealth Advisors first reported a position in Exponent in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Exponent position peaked at $3.07K in Q1 2026.
47 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.