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Exponent shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Exponent (EXPO) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Exponent

Tip: Access up to 7 years of quarterly data

All positions including Exponent held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exponent by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 13k 82.69
2023-12-31 $1.2M 14k 88.04

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Exponent

BlackRock
Vanguard Group
Conestoga Capital Advisors
Neuberger Berman Group
Geneva Capital Management
Geode Capital Management
Ameriprise Financial
Dimensional Fund Advisors
Riverbrige Partners
Morgan Stanley
Northern Trust
Wells Fargo & Company
Jennifer Ranahan
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Exponent