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 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 $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Pinnacle Wealth Planning Services's EXPO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Exponent (EXPO) position steady in Q1 2026 at 120 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Pinnacle Wealth Planning Services first reported a position in EXPO in Q4 2020 and has held it in 5 quarters since. The position peaked at $207K in Q4 2022. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

Pinnacle Wealth Planning Services held 120 shares of Exponent worth $7.83K as of Q1 2026.
Pinnacle Wealth Planning Services left its Exponent share count unchanged in Q1 2026.
Exponent made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2103 holding.
Pinnacle Wealth Planning Services first reported a position in Exponent in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Exponent position peaked at $207K in Q4 2022.
360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.