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Retirement Wealth Solutions’s Exponent EXPO Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-7
Closed -$487 – 789
2025
Q3 		$487 Buy
+7
New +$500 ﹤0.01% 701

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

Retirement Wealth Solutions's EXPO Position: Q4 2025 in Review

Retirement Wealth Solutions sold out of Exponent (EXPO) in Q4 2025, closing a stake of 7 shares — an estimated $487 sold.

Retirement Wealth Solutions first reported a position in EXPO in Q3 2025 and held it in 1 quarter. The position peaked at $487 in Q3 2025. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Retirement Wealth Solutions reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 7 Exponent shares in Q4 2025, an estimated $487.
  • Retirement Wealth Solutions first reported a position in Exponent in Q3 2025 and held it in 1 quarter.
  • Retirement Wealth Solutions's Exponent position peaked at $487 in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Retirement Wealth Solutions's 13F filing for Q4 2025, filed 7 Jan 2026.