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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principia Wealth Advisory's EXPO Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Exponent (EXPO) stake by 93% in Q4 2025, selling an estimated $913 and leaving 1 share worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Principia Wealth Advisory first reported a position in EXPO in Q3 2025 and has held it in 2 quarters since. The position peaked at $973 in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Principia Wealth Advisory held 1 share of Exponent worth $69 as of Q4 2025.
  • Principia Wealth Advisory sold 13 Exponent shares in Q4 2025, an estimated $913.
  • Exponent made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #999 holding.
  • Principia Wealth Advisory first reported a position in Exponent in Q3 2025 and has held it in 2 quarters since.
  • Principia Wealth Advisory's Exponent position peaked at $973 in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.