Pinnacle Wealth Planning Services’s Exponent EXPO Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$235	Sell	4 -116	-97%	-$7.12K	﹤0.01%	2705
2026 Q1	$7.83K	Hold	120	–	–	﹤0.01%	2103
2025 Q4	$8.34K	Buy	+120	New	+$8.43K	﹤0.01%	2082
2023 Q2	–	Sell	-2,047	Closed	-$204K	–	477
2023 Q1	$204K	Sell	2,047 -38	-2%	-$3.87K	0.03%	399
2022 Q4	$207K	Buy	+2,085	New	+$203K	0.04%	369
2021 Q1	–	Sell	-160	Closed	-$14K	–	883
2020 Q4	$14K	Buy	+160	New	+$12.8K	﹤0.01%	1283

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXPO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Exponent (EXPO) stake by 97% in Q2 2026, selling an estimated $7.12K and leaving 4 shares worth $235. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

Pinnacle Wealth Planning Services first reported a position in EXPO in Q4 2020 and has held it in 6 quarters since. The position peaked at $207K in Q4 2022. 341 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Pinnacle Wealth Planning Services held 4 shares of Exponent worth $235 as of Q2 2026.
Pinnacle Wealth Planning Services sold 116 Exponent shares in Q2 2026, an estimated $7.12K.
Exponent made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2705 holding.
Pinnacle Wealth Planning Services first reported a position in Exponent in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Exponent position peaked at $207K in Q4 2022.
341 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.