Portside Wealth Group’s Exponent EXPO Stock Holding History

Portside Wealth Group’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 Q3	–	Sell	-3,004	Closed	-$224K	–	492
2025 Q2	$224K	Buy	3,004 +11	+0.4%	+$852	0.03%	421
2025 Q1	$243K	Buy	2,993 +170	+6%	+$14.8K	0.04%	375
2024 Q4	$252K	Buy	2,823 +314	+13%	+$31.6K	0.04%	364
2024 Q3	$289K	Buy	2,509 +262	+12%	+$27.4K	0.05%	312
2024 Q2	$214K	Buy	+2,247	New	+$203K	0.04%	329
2024 Q1	–	Sell	-3,740	Closed	-$329K	–	375
2023 Q4	$329K	Sell	3,740 -39	-1%	-$3.19K	0.06%	253
2023 Q3	$322K	Buy	3,779 +682	+22%	+$61.7K	0.06%	242
2023 Q2	$289K	Buy	+3,097	New	+$291K	0.05%	260

Other funds holding EXPO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Portside Wealth Group's EXPO Position: Q3 2025 in Review

Portside Wealth Group sold out of Exponent (EXPO) in Q3 2025, closing a stake of 3,004 shares — an estimated $224K sold.

Portside Wealth Group first reported a position in EXPO in Q2 2023 and held it in 8 quarters. The position peaked at $329K in Q4 2023. 359 funds tracked by Wall St. Rank hold EXPO as of Q3 2025.

Portside Wealth Group reported no remaining Exponent position as of Q3 2025 after selling out during the quarter.
Portside Wealth Group sold 3,004 Exponent shares in Q3 2025, an estimated $224K.
Portside Wealth Group first reported a position in Exponent in Q2 2023 and held it in 8 quarters.
Portside Wealth Group's Exponent position peaked at $329K in Q4 2023.
359 funds tracked by Wall St. Rank held Exponent as of Q3 2025.

Based on Portside Wealth Group's 13F filing for Q3 2025, filed 5 Nov 2025.