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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
Q2 		$2.59K Hold
44
– – ﹤0.01% 1074
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Management Group's EXPO Position: Q2 2026 in Review

Private Wealth Management Group held its Exponent (EXPO) position steady in Q2 2026 at 44 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Private Wealth Management Group first reported a position in EXPO in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.8K in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Private Wealth Management Group held 44 shares of Exponent worth $2.59K as of Q2 2026.
  • Private Wealth Management Group left its Exponent share count unchanged in Q2 2026.
  • Exponent made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1074 holding.
  • Private Wealth Management Group first reported a position in Exponent in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Exponent position peaked at $10.8K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.