SageView Advisory Group’s Exponent EXPO Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-405	Closed	-$28.1K	–	1189
2025 Q4	$28.1K	Buy	+405	New	+$28.4K	﹤0.01%	1312

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

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SageView Advisory Group's EXPO Position: Q1 2026 in Review

SageView Advisory Group sold out of Exponent (EXPO) in Q1 2026, closing a stake of 405 shares — an estimated $28.1K sold.

SageView Advisory Group first reported a position in EXPO in Q4 2025 and held it in 1 quarter. The position peaked at $28.1K in Q4 2025. 362 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

SageView Advisory Group reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 405 Exponent shares in Q1 2026, an estimated $28.1K.
SageView Advisory Group first reported a position in Exponent in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Exponent position peaked at $28.1K in Q4 2025.
362 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.