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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
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 $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SHP Wealth Management's EXPO Position: Q1 2026 in Review

SHP Wealth Management increased its Exponent (EXPO) stake by 100% in Q1 2026, buying an estimated $640 and bringing the position to 18 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

SHP Wealth Management first reported a position in EXPO in Q4 2025 and has held it in 2 quarters since. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • SHP Wealth Management held 18 shares of Exponent worth $1.18K as of Q1 2026.
  • SHP Wealth Management bought 9 Exponent shares in Q1 2026, an estimated $640.
  • Exponent made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1419 holding.
  • SHP Wealth Management first reported a position in Exponent in Q4 2025 and has held it in 2 quarters since.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.