TVPW
EXPO icon

Third View Private Wealth’s Exponent EXPO Stock Holding History

Third View Private Wealth’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 		– Sell
-3,113
Closed -$203K – 302
2026
Q1 		$203K Sell
3,113
-1,298
-29% -$92.2K 0.03% 260
2025
Q4 		$306K Buy
+4,411
New +$310K 0.04% 231

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Third View Private Wealth's EXPO Position: Q2 2026 in Review

Third View Private Wealth sold out of Exponent (EXPO) in Q2 2026, closing a stake of 3,113 shares — an estimated $203K sold.

Third View Private Wealth first reported a position in EXPO in Q4 2025 and held it in 2 quarters. The position peaked at $306K in Q4 2025. 143 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Third View Private Wealth reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 3,113 Exponent shares in Q2 2026, an estimated $203K.
  • Third View Private Wealth first reported a position in Exponent in Q4 2025 and held it in 2 quarters.
  • Third View Private Wealth's Exponent position peaked at $306K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.