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Rothschild Investment LLC’s Exponent EXPO Stock Holding History

Rothschild Investment LLC’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 		$37.2K Sell
633
-573
-48% -$35.2K ﹤0.01% 1324
2026
Q1 		$78.7K Buy
1,206
+854
+243% +$60.7K ﹤0.01% 979
2025
Q4 		$24.4K Buy
352
+290
+468% +$20.4K ﹤0.01% 1249
2025
Q3 		$4.31K Sell
62
-33
-35% -$2.36K ﹤0.01% 1771
2025
Q2 		$7.1K Buy
95
+10
+12% +$775 ﹤0.01% 1354
2025
Q1 		$6.89K Buy
85
+45
+113% +$3.92K ﹤0.01% 1292
2024
Q4 		$3.56K Sell
40
-15
-27% -$1.51K ﹤0.01% 1483
2024
Q3 		$6.34K Buy
55
+30
+120% +$3.14K ﹤0.01% 1225
2024
Q2 		$2.38K Buy
25
+20
+400% +$1.8K ﹤0.01% 1343
2024
Q1 		$413 Buy
+5
New +$414 ﹤0.01% 1431

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Rothschild Investment LLC's EXPO Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Exponent (EXPO) stake by 48% in Q2 2026, selling an estimated $35.2K and leaving 633 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Rothschild Investment LLC first reported a position in EXPO in Q1 2024 and has held it in 10 quarters since. The position peaked at $78.7K in Q1 2026. 143 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Rothschild Investment LLC held 633 shares of Exponent worth $37.2K as of Q2 2026.
  • Rothschild Investment LLC sold 573 Exponent shares in Q2 2026, an estimated $35.2K.
  • Exponent made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1324 holding.
  • Rothschild Investment LLC first reported a position in Exponent in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Exponent position peaked at $78.7K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.