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WealthCollab’s Exponent EXPO Stock Holding History

WealthCollab’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
Q4 		– Sell
-19
Closed -$1.32K – 1049
2025
Q3 		$1.32K Hold
19
– – ﹤0.01% 890
2025
Q2 		$1.42K Hold
19
– – ﹤0.01% 856
2025
Q1 		$1.54K Hold
19
– – ﹤0.01% 800
2024
Q4 		$1.69K Hold
19
– – ﹤0.01% 775
2024
Q3 		$2.19K Hold
19
– – ﹤0.01% 757
2024
Q2 		$1.81K Hold
19
– – ﹤0.01% 763
2024
Q1 		$1.57K Hold
19
– – ﹤0.01% 788
2023
Q4 		$1.67K Buy
+19
New +$1.56K ﹤0.01% 766

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

WealthCollab's EXPO Position: Q4 2025 in Review

WealthCollab sold out of Exponent (EXPO) in Q4 2025, closing a stake of 19 shares — an estimated $1.32K sold.

WealthCollab first reported a position in EXPO in Q4 2023 and held it in 8 quarters. The position peaked at $2.19K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • WealthCollab reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • WealthCollab sold 19 Exponent shares in Q4 2025, an estimated $1.32K.
  • WealthCollab first reported a position in Exponent in Q4 2023 and held it in 8 quarters.
  • WealthCollab's Exponent position peaked at $2.19K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on WealthCollab's 13F filing for Q4 2025, filed 27 Jan 2026.