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Venturi Wealth Management’s Exponent EXPO Stock Holding History

Venturi Wealth Management’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
2025
Q2 		– Sell
-2,543
Closed -$206K – 564
2025
Q1 		$206K Buy
2,543
+12
+0.5% +$1.04K 0.01% 539
2024
Q4 		$226K Buy
2,531
+111
+5% +$11.2K 0.01% 516
2024
Q3 		$279K Buy
2,420
+896
+59% +$93.7K 0.01% 395
2024
Q2 		$145K Buy
1,524
+1,215
+393% +$110K 0.01% 453
2024
Q1 		$25.6K Hold
309
– – ﹤0.01% 666
2023
Q4 		$27.2K Hold
309
– – ﹤0.01% 620
2023
Q3 		$26.5K Hold
309
– – ﹤0.01% 562
2023
Q2 		$28.8K Buy
309
+62
+25% +$5.83K ﹤0.01% 497
2023
Q1 		$24.6K Buy
+247
New +$25.1K ﹤0.01% 559

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Venturi Wealth Management's EXPO Position: Q2 2025 in Review

Venturi Wealth Management sold out of Exponent (EXPO) in Q2 2025, closing a stake of 2,543 shares — an estimated $206K sold.

Venturi Wealth Management first reported a position in EXPO in Q1 2023 and held it in 9 quarters. The position peaked at $279K in Q3 2024. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Venturi Wealth Management reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,543 Exponent shares in Q2 2025, an estimated $206K.
  • Venturi Wealth Management first reported a position in Exponent in Q1 2023 and held it in 9 quarters.
  • Venturi Wealth Management's Exponent position peaked at $279K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Venturi Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.