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Westside Investment Management’s Exponent EXPO Stock Holding History

Westside Investment 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
Q4 		– Sell
-227
Closed -$15.8K – 1508
2025
Q3 		$15.8K Hold
227
– – ﹤0.01% 969
2025
Q2 		$17K Hold
227
– – ﹤0.01% 736
2025
Q1 		$18.4K Hold
227
– – ﹤0.01% 584
2024
Q4 		$20.2K Hold
227
– – ﹤0.01% 564
2024
Q3 		$26.2K Buy
+227
New +$23.7K 0.01% 519

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

Westside Investment Management's EXPO Position: Q4 2025 in Review

Westside Investment Management sold out of Exponent (EXPO) in Q4 2025, closing a stake of 227 shares — an estimated $15.8K sold.

Westside Investment Management first reported a position in EXPO in Q3 2024 and held it in 5 quarters. The position peaked at $26.2K in Q3 2024. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Westside Investment Management reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 227 Exponent shares in Q4 2025, an estimated $15.8K.
  • Westside Investment Management first reported a position in Exponent in Q3 2024 and held it in 5 quarters.
  • Westside Investment Management's Exponent position peaked at $26.2K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.