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SHP Wealth Management’s Exponent EXPO Stock Holding History

SHP Wealth Management’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 		$705 Sell
12
-6
-33% -$368 ﹤0.01% 1696
2026
Q1 		$1.18K Buy
18
+9
+100% +$640 ﹤0.01% 1419
2025
Q4 		$625 Buy
+9
New +$632 ﹤0.01% 1332

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHP Wealth Management's EXPO Position: Q2 2026 in Review

SHP Wealth Management reduced its Exponent (EXPO) stake by 33% in Q2 2026, selling an estimated $368 and leaving 12 shares worth $705. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

SHP Wealth Management first reported a position in EXPO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • SHP Wealth Management held 12 shares of Exponent worth $705 as of Q2 2026.
  • SHP Wealth Management sold 6 Exponent shares in Q2 2026, an estimated $368.
  • Exponent made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1696 holding.
  • SHP Wealth Management first reported a position in Exponent in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Exponent position peaked at $1.18K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.