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Winnow Wealth’s Exponent EXPO Stock Holding History

Winnow Wealth’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
Q1 		– Sell
-484
Closed -$33.9K – 276
2025
Q4 		$33.9K Hold
484
– – 0.03% 173
2025
Q3 		$33.9K Buy
+484
New +$34.6K 0.03% 182
2025
Q2 		– Sell
-484
Closed -$39.2K – 351
2025
Q1 		$39.2K Hold
484
– – 0.04% 171
2024
Q4 		$43.1K Buy
+484
New +$48.8K 0.04% 148

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Winnow Wealth's EXPO Position: Q1 2026 in Review

Winnow Wealth sold out of Exponent (EXPO) in Q1 2026, closing a stake of 484 shares — an estimated $33.9K sold.

Winnow Wealth first reported a position in EXPO in Q4 2024 and held it in 4 quarters. The position peaked at $43.1K in Q4 2024. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • Winnow Wealth reported no remaining Exponent position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 484 Exponent shares in Q1 2026, an estimated $33.9K.
  • Winnow Wealth first reported a position in Exponent in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Exponent position peaked at $43.1K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.