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Principia Wealth Advisory’s Exponent EXPO Stock Holding History

Principia Wealth Advisory’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 		– Sell
-1
Closed -$69 – 1060
2025
Q4 		$69 Sell
1
-13
-93% -$913 ﹤0.01% 999
2025
Q3 		$973 Buy
+14
New +$1K ﹤0.01% 655

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Principia Wealth Advisory's EXPO Position: Q1 2026 in Review

Principia Wealth Advisory sold out of Exponent (EXPO) in Q1 2026, closing a stake of 1 share — an estimated $69 sold.

Principia Wealth Advisory first reported a position in EXPO in Q3 2025 and held it in 2 quarters. The position peaked at $973 in Q3 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Principia Wealth Advisory reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Exponent share in Q1 2026, an estimated $69.
  • Principia Wealth Advisory first reported a position in Exponent in Q3 2025 and held it in 2 quarters.
  • Principia Wealth Advisory's Exponent position peaked at $973 in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Principia Wealth Advisory's 13F filing for Q1 2026, filed 26 Aug 2026.