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True Wealth Design’s Exponent EXPO Stock Holding History

True Wealth Design’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 		$6.46K Buy
110
+66
+150% +$4.05K ﹤0.01% 1223
2026
Q1 		$2.87K Buy
44
+11
+33% +$782 ﹤0.01% 1401
2025
Q4 		$2.29K Buy
33
+30
+1,000% +$2.11K ﹤0.01% 1403
2025
Q3 		$209 Sell
3
-5
-63% -$357 ﹤0.01% 2291
2025
Q2 		$598 Buy
8
+2
+33% +$155 ﹤0.01% 1672
2025
Q1 		$487 Buy
+6
New +$523 ﹤0.01% 1549

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 $3.37T AUM 44.26% 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

True Wealth Design's EXPO Position: Q2 2026 in Review

True Wealth Design increased its Exponent (EXPO) stake by 150% in Q2 2026, buying an estimated $4.05K and bringing the position to 110 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

True Wealth Design first reported a position in EXPO in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • True Wealth Design held 110 shares of Exponent worth $6.46K as of Q2 2026.
  • True Wealth Design bought 66 Exponent shares in Q2 2026, an estimated $4.05K.
  • Exponent made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1223 holding.
  • True Wealth Design first reported a position in Exponent in Q1 2025 and has held it in 6 quarters since.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.