RMA
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Roffman Miller Associates’s Exponent EXPO Stock Holding History

Roffman Miller Associates’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 		$16.5M Sell
280,267
-8,841
-3% -$543K 0.86% 38
2026
Q1 		$18.9M Sell
289,108
-6,893
-2% -$490K 1.09% 33
2025
Q4 		$20.6M Sell
296,001
-7,072
-2% -$497K 1.12% 34
2025
Q3 		$21.1M Sell
303,073
-9,722
-3% -$695K 1.18% 29
2025
Q2 		$23.4M Buy
312,795
+2,019
+0.6% +$156K 1.4% 29
2025
Q1 		$25.2M Buy
310,776
+535
+0.2% +$46.6K 1.59% 25
2024
Q4 		$27.6M Sell
310,241
-1,561
-0.5% -$157K 1.7% 24
2024
Q3 		$35.9M Buy
311,802
+877
+0.3% +$91.7K 2.19% 19
2024
Q2 		$29.6M Sell
310,925
-856
-0.3% -$77.2K 1.95% 22
2024
Q1 		$25.8M Sell
311,781
-515
-0.2% -$42.6K 1.72% 25
2023
Q4 		$27.5M Sell
312,296
-5,297
-2% -$434K 1.96% 21
2023
Q3 		$27.2M Buy
317,593
+2,647
+0.8% +$239K 2.15% 20
2023
Q2 		$29.4M Sell
314,946
-757
-0.2% -$71.2K 2.21% 18
2023
Q1 		$31.5M Sell
315,703
-2,540
-0.8% -$258K 2.51% 16
2022
Q4 		$31.5M Sell
318,243
-2,105
-0.7% -$204K 2.6% 15
2022
Q3 		$28.1M Buy
320,348
+742
+0.2% +$70.3K 2.56% 14
2022
Q2 		$29.2M Buy
319,606
+785
+0.2% +$74K 2.53% 15
2022
Q1 		$34.4M Buy
318,821
+3,300
+1% +$318K 2.56% 14
2021
Q4 		$36.8M Sell
315,521
-374
-0.1% -$44K 2.49% 13
2021
Q3 		$35.7M Sell
315,895
-244,080
-44% -$26.3M 2.66% 11
2021
Q2 		$28.2M Buy
559,975
+16,825
+3% +$1.58M 2.14% 19
2021
Q1 		$30.4M Buy
543,150
+98,200
+22% +$9.21M 2.53% 16
2020
Q4 		$27.8M Buy
444,950
+134,724
+43% +$10.7M 2.41% 18
2020
Q3 		$22.3M Sell
310,226
-5,377
-2% -$428K 2.16% 20
2020
Q2 		$25.5M Buy
315,603
+1,961
+0.6% +$141K 2.54% 15
2020
Q1 		$22.6M Buy
313,642
+1,387
+0.4% +$101K 2.82% 14
2019
Q4 		$21.5M Sell
312,255
-124
-0% -$8.19K 2.15% 21
2019
Q3 		$21.8M Sell
312,379
-10,516
-3% -$710K 2.29% 20
2019
Q2 		$18.9M Buy
322,895
+4,371
+1% +$249K 2.03% 28
2019
Q1 		$18.4M Buy
318,524
+6,295
+2% +$340K 2.09% 26
2018
Q4 		$15.8M Sell
312,229
-6,904
-2% -$346K 2.06% 26
2018
Q3 		$17.1M Buy
319,133
+222
+0.1% +$11.4K 1.9% 30
2018
Q2 		$15.4M Sell
318,911
-2,007
-0.6% -$92K 1.88% 30
2018
Q1 		$12.6M Buy
320,918
+4,660
+1% +$176K 1.6% 31
2017
Q4 		$11.2M Buy
316,258
+3,058
+1% +$112K 1.39% 32
2017
Q3 		$11.6M Buy
313,200
+4,990
+2% +$165K 1.53% 34
2017
Q2 		$8.98M Buy
308,210
+11,106
+4% +$332K 1.23% 38
2017
Q1 		$8.85M Buy
297,104
+16,554
+6% +$482K 1.25% 37
2016
Q4 		$8.46M Buy
280,550
+1,866
+0.7% +$54.1K 1.28% 36
2016
Q3 		$7.12M Buy
278,684
+14,440
+5% +$376K 1.15% 39
2016
Q2 		$7.72M Buy
264,244
+10,820
+4% +$281K 1.27% 37
2016
Q1 		$6.46M Buy
253,424
+15,522
+7% +$375K 1.11% 40
2015
Q4 		$5.94M Sell
237,902
-10,464
-4% -$266K 1.09% 38
2015
Q3 		$5.53M Buy
248,366
+742
+0.3% +$16.3K 1.09% 39
2015
Q2 		$5.54M Buy
247,624
+2,780
+1% +$61.1K 1.05% 41
2015
Q1 		$5.44M Buy
244,844
+1,156
+0.5% +$24.7K 1.04% 41
2014
Q4 		$5.03M Buy
243,688
+6,476
+3% +$126K 0.98% 43
2014
Q3 		$4.2M Buy
237,212
+8,188
+4% +$150K 0.86% 44
2014
Q2 		$4.24M Buy
229,024
+9,280
+4% +$166K 0.89% 43
2014
Q1 		$4.12M Buy
219,744
+12,492
+6% +$230K 0.92% 44
2013
Q4 		$4M Buy
207,252
+4,400
+2% +$83.1K 0.92% 44
2013
Q3 		$3.64M Buy
202,852
+3,900
+2% +$65K 0.92% 46
2013
Q2 		$2.94M Buy
+198,952
New +$2.73M 0.78% 50

Other funds holding EXPO

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates's EXPO Position: Q2 2026 in Review

Roffman Miller Associates reduced its Exponent (EXPO) stake by 3.1% in Q2 2026, selling an estimated $543K and leaving 280,267 shares worth $16.5M. The position accounts for 0.86% of the portfolio, ranked #38.

Roffman Miller Associates first reported a position in EXPO in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.8M in Q4 2021. 33 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Roffman Miller Associates held 280,267 shares of Exponent worth $16.5M as of Q2 2026.
  • Roffman Miller Associates sold 8,841 Exponent shares in Q2 2026, an estimated $543K.
  • Exponent made up 0.86% of Roffman Miller Associates's portfolio in Q2 2026, its #38 holding.
  • Roffman Miller Associates first reported a position in Exponent in Q2 2013 and has held it in 53 quarters since.
  • Roffman Miller Associates's Exponent position peaked at $36.8M in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.