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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
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 $6.73T 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

Wealth Alliance's EXPO Position: Q2 2026 in Review

Wealth Alliance reduced its Exponent (EXPO) stake by 22% in Q2 2026, selling an estimated $66K and leaving 3,840 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #526.

Wealth Alliance first reported a position in EXPO in Q3 2021 and has held it in 19 quarters since. The position peaked at $438K in Q3 2024. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Wealth Alliance held 3,840 shares of Exponent worth $226K as of Q2 2026.
  • Wealth Alliance sold 1,076 Exponent shares in Q2 2026, an estimated $66K.
  • Exponent made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #526 holding.
  • Wealth Alliance first reported a position in Exponent in Q3 2021 and has held it in 19 quarters since.
  • Wealth Alliance's Exponent position peaked at $438K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.