Steward Partners Investment Advisory
EXPO icon

Steward Partners Investment Advisory’s Exponent EXPO Stock Holding History

Steward Partners Investment Advisory’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 		$10.3K Sell
176
-256
-59% -$15.7K ﹤0.01% 3718
2026
Q1 		$28.2K Sell
432
-263
-38% -$18.7K ﹤0.01% 3078
2025
Q4 		$48.3K Sell
695
-201
-22% -$14.1K ﹤0.01% 2689
2025
Q3 		$62.3K Buy
896
+843
+1,591% +$60.2K ﹤0.01% 2496
2025
Q2 		$3.96K Buy
53
+21
+66% +$1.63K ﹤0.01% 3551
2025
Q1 		$2.59K Hold
32
– – ﹤0.01% 3585
2024
Q4 		$2.85K Sell
32
-41
-56% -$4.13K ﹤0.01% 3542
2024
Q3 		$8.41K Buy
73
+41
+128% +$4.29K ﹤0.01% 3015
2024
Q2 		$3.04K Sell
32
-128
-80% -$11.5K ﹤0.01% 3185
2024
Q1 		$13.2K Buy
160
+84
+111% +$6.95K ﹤0.01% 2703
2023
Q4 		$6.69K Buy
76
+32
+73% +$2.62K ﹤0.01% 2858
2023
Q3 		$3.77K Hold
44
– – ﹤0.01% 2916
2023
Q2 		$4.11K Hold
44
– – ﹤0.01% 2852
2023
Q1 		$4.39K Hold
44
– – ﹤0.01% 2818
2022
Q4 		$4.36K Hold
44
– – ﹤0.01% 2818
2022
Q3 		$4K Sell
44
-137
-76% -$13K ﹤0.01% 2843
2022
Q2 		$17K Sell
181
-299
-62% -$28.2K ﹤0.01% 2293
2022
Q1 		$52K Sell
480
-79
-14% -$7.62K ﹤0.01% 1889
2021
Q4 		$65K Buy
559
+86
+18% +$10.1K ﹤0.01% 1777
2021
Q3 		$54K Sell
473
-325
-41% -$35K ﹤0.01% 1848
2021
Q2 		$71K Sell
798
-18
-2% -$1.69K ﹤0.01% 2705
2021
Q1 		$79.5K Buy
816
+221
+37% +$20.7K ﹤0.01% 1743
2020
Q4 		$54K Buy
595
+191
+47% +$15.2K ﹤0.01% 1630
2020
Q3 		$29K Buy
404
+360
+818% +$28.6K ﹤0.01% 1737
2020
Q2 		$4K Hold
44
– – ﹤0.01% 2317
2020
Q1 		$3K Hold
44
– – ﹤0.01% 2207
2019
Q4 		$3K Hold
44
– – ﹤0.01% 2344
2019
Q3 		$3K Hold
44
– – ﹤0.01% 2348
2019
Q2 		$2K Buy
+44
New +$2.51K ﹤0.01% 2423
2018
Q4 		– Sell
-44
Closed -$2K – 1207
2018
Q3 		$2K Hold
44
– – ﹤0.01% 2358
2018
Q2 		$2K Buy
+44
New +$2.02K ﹤0.01% 2213

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
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Conestoga Capital Advisors
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

Steward Partners Investment Advisory's EXPO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Exponent (EXPO) stake by 59% in Q2 2026, selling an estimated $15.7K and leaving 176 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3718.

Steward Partners Investment Advisory first reported a position in EXPO in Q2 2018 and has held it in 31 quarters since. The position peaked at $79.5K in Q1 2021. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Steward Partners Investment Advisory held 176 shares of Exponent worth $10.3K as of Q2 2026.
  • Steward Partners Investment Advisory sold 256 Exponent shares in Q2 2026, an estimated $15.7K.
  • Exponent made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3718 holding.
  • Steward Partners Investment Advisory first reported a position in Exponent in Q2 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Exponent position peaked at $79.5K in Q1 2021.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.