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Whittier Trust’s Exponent EXPO Stock Holding History

Whittier Trust’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 		$795 Sell
13
-178
-93% -$10.9K ﹤0.01% 1305
2026
Q1 		$12.7K Buy
+191
New +$13.6K ﹤0.01% 1088
2025
Q3 		– Sell
-184
Closed -$13.7K – 1464
2025
Q2 		$13.7K Buy
+184
New +$14.3K ﹤0.01% 1176
2024
Q4 		– Sell
-61
Closed -$7.03K – 1571
2024
Q3 		$7.03K Buy
+61
New +$6.38K ﹤0.01% 1330
2023
Q4 		– Sell
-56
Closed -$4.79K – 1558
2023
Q3 		$4.79K Buy
+56
New +$5.07K ﹤0.01% 1379
2015
Q2 		– Sell
-772
Closed -$17K – 1236
2015
Q1 		$17K Buy
+772
New +$16.5K ﹤0.01% 912

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

Whittier Trust's EXPO Position: Q2 2026 in Review

Whittier Trust reduced its Exponent (EXPO) stake by 93% in Q2 2026, selling an estimated $10.9K and leaving 13 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Whittier Trust first reported a position in EXPO in Q1 2015 and has held it in 6 quarters since. The position peaked at $17K in Q1 2015. 340 funds tracked by Wall St. Rank hold EXPO as of Q2 2026.

  • Whittier Trust held 13 shares of Exponent worth $795 as of Q2 2026.
  • Whittier Trust sold 178 Exponent shares in Q2 2026, an estimated $10.9K.
  • Exponent made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1305 holding.
  • Whittier Trust first reported a position in Exponent in Q1 2015 and has held it in 6 quarters since.
  • Whittier Trust's Exponent position peaked at $17K in Q1 2015.
  • 340 funds tracked by Wall St. Rank held Exponent as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.