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Twin Peaks Wealth Advisors’s Exponent EXPO Stock Holding History

Twin Peaks Wealth Advisors’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
-121
Closed -$7.89K – 871
2026
Q1 		$7.89K Buy
+121
New +$8.6K ﹤0.01% 1174
2025
Q3 		– Sell
-1
Closed -$71 – 794
2025
Q2 		$71 Buy
+1
New +$77 ﹤0.01% 2161

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

Twin Peaks Wealth Advisors's EXPO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Exponent (EXPO) in Q2 2026, closing a stake of 121 shares — an estimated $7.89K sold.

Twin Peaks Wealth Advisors first reported a position in EXPO in Q2 2025 and held it in 2 quarters. The position peaked at $7.89K in Q1 2026. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Exponent position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 121 Exponent shares in Q2 2026, an estimated $7.89K.
  • Twin Peaks Wealth Advisors first reported a position in Exponent in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Exponent position peaked at $7.89K in Q1 2026.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.