RA
EXPO icon

Rise Advisors’s Exponent EXPO Stock Holding History

Rise Advisors’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
-216
Closed -$15K – 557
2025
Q3 		$15K Buy
216
+1
+0.5% +$71 0.01% 756
2025
Q2 		$16.1K Buy
215
+1
+0.5% +$77 0.01% 671
2025
Q1 		$17.4K Sell
214
-83
-28% -$7.23K 0.01% 594
2024
Q4 		$26.4K Buy
297
+1
+0.3% +$101 0.01% 464
2024
Q3 		$34.1K Buy
296
+1
+0.3% +$105 0.02% 351
2024
Q2 		$28.1K Buy
295
+1
+0.3% +$90 0.01% 413
2024
Q1 		$24.3K Buy
+294
New +$24.3K 0.01% 509

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

Rise Advisors's EXPO Position: Q4 2025 in Review

Rise Advisors sold out of Exponent (EXPO) in Q4 2025, closing a stake of 216 shares — an estimated $15K sold.

Rise Advisors first reported a position in EXPO in Q1 2024 and held it in 7 quarters. The position peaked at $34.1K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Rise Advisors reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 216 Exponent shares in Q4 2025, an estimated $15K.
  • Rise Advisors first reported a position in Exponent in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Exponent position peaked at $34.1K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.