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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
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 $5.72T AUM 30.48% 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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 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

Steward Partners Investment Advisory's EXPO Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Exponent (EXPO) stake by 38% in Q1 2026, selling an estimated $18.7K and leaving 432 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Steward Partners Investment Advisory first reported a position in EXPO in Q2 2018 and has held it in 30 quarters since. The position peaked at $79.5K in Q1 2021. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Steward Partners Investment Advisory held 432 shares of Exponent worth $28.2K as of Q1 2026.
  • Steward Partners Investment Advisory sold 263 Exponent shares in Q1 2026, an estimated $18.7K.
  • Exponent made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3078 holding.
  • Steward Partners Investment Advisory first reported a position in Exponent in Q2 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's Exponent position peaked at $79.5K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.