PWMG
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Private Wealth Management Group’s Exponent EXPO Stock Holding History

Private Wealth Management 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
2026
Q1 		$2.87K Sell
44
-61
-58% -$4.33K ﹤0.01% 963
2025
Q4 		$7.29K Sell
105
-8
-7% -$562 ﹤0.01% 621
2025
Q3 		$7.85K Buy
113
+40
+55% +$2.86K ﹤0.01% 609
2025
Q2 		$5.45K Sell
73
-11
-13% -$852 ﹤0.01% 719
2025
Q1 		$6.81K Sell
84
-10
-11% -$871 ﹤0.01% 607
2024
Q4 		$8.38K Hold
94
– – ﹤0.01% 549
2024
Q3 		$10.8K Hold
94
– – ﹤0.01% 433
2024
Q2 		$8.94K Buy
94
+22
+31% +$1.98K ﹤0.01% 473
2024
Q1 		$5.95K Buy
72
+21
+41% +$1.74K ﹤0.01% 571
2023
Q4 		$4.49K Buy
+51
New +$4.18K ﹤0.01% 668

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return