Raffa Wealth Management’s Exponent EXPO Stock Holding History

Raffa 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 Q2	–	Sell	-1	Closed	-$65	–	1625
2026 Q1	$65	Buy	+1	New	+$71	﹤0.01%	1362
2022 Q4	–	Sell	-5	Closed	-$438	–	1093
2022 Q3	$438	Buy	+5	New	+$474	﹤0.01%	1058
2017 Q1	–	Sell	-18	Closed	-$543	–	531
2016 Q4	$543	Sell	18 -6	-25%	-$174	﹤0.01%	722
2016 Q3	$613	Hold	24	–	–	﹤0.01%	630
2016 Q2	$701	Hold	24	–	–	﹤0.01%	518
2016 Q1	$612	Hold	24	–	–	﹤0.01%	604
2015 Q4	$599	Hold	24	–	–	﹤0.01%	600
2015 Q3	$535	Hold	24	–	–	﹤0.01%	635
2015 Q2	$537	Hold	24	–	–	﹤0.01%	673
2015 Q1	$533	Hold	24	–	–	﹤0.01%	686
2014 Q4	$495	Hold	24	–	–	﹤0.01%	690
2014 Q3	$425	Buy	+24	New	+$441	﹤0.01%	729
2014 Q1	–	Sell	-24	Closed	-$495	–	428
2013 Q4	$495	Buy	+24	New	+$453	﹤0.01%	690

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's EXPO Position: Q2 2026 in Review

Raffa Wealth Management sold out of Exponent (EXPO) in Q2 2026, closing a stake of 1 share — an estimated $65 sold.

Raffa Wealth Management first reported a position in EXPO in Q4 2013 and held it in 13 quarters. The position peaked at $701 in Q2 2016. 319 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

Raffa Wealth Management reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 1 Exponent share in Q2 2026, an estimated $65.
Raffa Wealth Management first reported a position in Exponent in Q4 2013 and held it in 13 quarters.
Raffa Wealth Management's Exponent position peaked at $701 in Q2 2016.
319 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

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