QWM
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Quaker Wealth Management’s Exponent EXPO Stock Holding History

Quaker Wealth Management’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
-10
Closed -$695 – 989
2025
Q4 		$695 Sell
10
-5
-33% -$351 ﹤0.01% 616
2025
Q3 		$1.04K Buy
+15
New +$1.07K ﹤0.01% 458

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 $4.6B AUM 16.08% 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

Quaker Wealth Management's EXPO Position: Q1 2026 in Review

Quaker Wealth Management sold out of Exponent (EXPO) in Q1 2026, closing a stake of 10 shares — an estimated $695 sold.

Quaker Wealth Management first reported a position in EXPO in Q3 2025 and held it in 2 quarters. The position peaked at $1.04K in Q3 2025. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Quaker Wealth Management reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 10 Exponent shares in Q1 2026, an estimated $695.
  • Quaker Wealth Management first reported a position in Exponent in Q3 2025 and held it in 2 quarters.
  • Quaker Wealth Management's Exponent position peaked at $1.04K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.