Wealth Alliance
EXPO icon

Wealth Alliance’s Exponent EXPO Stock Holding History

Wealth Alliance’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
Q3 		$323K Buy
4,943
+1,103
+29% +$72.9K 0.03% 422
2026
Q2 		$226K Sell
3,840
-1,076
-22% -$66K 0.02% 526
2026
Q1 		$321K Buy
4,916
+457
+10% +$32.5K 0.03% 412
2025
Q4 		$310K Buy
+4,459
New +$313K 0.03% 423
2025
Q3 		– Sell
-3,716
Closed -$278K – 570
2025
Q2 		$278K Buy
3,716
+140
+4% +$10.8K 0.03% 434
2025
Q1 		$290K Buy
3,576
+74
+2% +$6.45K 0.04% 397
2024
Q4 		$312K Sell
3,502
-299
-8% -$30.1K 0.04% 371
2024
Q3 		$438K Buy
3,801
+54
+1% +$5.65K 0.05% 293
2024
Q2 		$356K Sell
3,747
-7
-0.2% -$631 0.05% 334
2024
Q1 		$310K Sell
3,754
-725
-16% -$60K 0.04% 394
2023
Q4 		$394K Buy
4,479
+70
+2% +$5.74K 0.06% 308
2023
Q3 		$377K Buy
4,409
+10
+0.2% +$904 0.06% 291
2023
Q2 		$410K Buy
4,399
+74
+2% +$6.96K 0.06% 287
2023
Q1 		$431K Buy
4,325
+83
+2% +$8.45K 0.07% 266
2022
Q4 		$420K Buy
4,242
+131
+3% +$12.7K 0.07% 262
2022
Q3 		$360K Buy
4,111
+1,070
+35% +$101K 0.07% 278
2022
Q2 		$278K Buy
3,041
+599
+25% +$56.4K 0.05% 344
2022
Q1 		$264K Buy
2,442
+213
+10% +$20.5K 0.05% 355
2021
Q4 		$260K Buy
2,229
+251
+13% +$29.5K 0.05% 362
2021
Q3 		$224K Buy
+1,978
New +$213K 0.05% 379

Other funds holding EXPO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Wealth Alliance's EXPO Position: Q3 2026 in Review

Wealth Alliance increased its Exponent (EXPO) stake by 29% in Q3 2026, buying an estimated $72.9K and bringing the position to 4,943 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #422.

Wealth Alliance first reported a position in EXPO in Q3 2021 and has held it in 20 quarters since. The position peaked at $438K in Q3 2024. 285 funds tracked by Wall St. Rank hold EXPO as of Q3 2026.

  • Wealth Alliance held 4,943 shares of Exponent worth $323K as of Q3 2026.
  • Wealth Alliance bought 1,103 Exponent shares in Q3 2026, an estimated $72.9K.
  • Exponent made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #422 holding.
  • Wealth Alliance first reported a position in Exponent in Q3 2021 and has held it in 20 quarters since.
  • Wealth Alliance's Exponent position peaked at $438K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Exponent as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.