AWA
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Arete Wealth Advisors’s Eagle Materials EXP Stock Holding History

Arete Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,216
Closed -$492K – 750
2025
Q1 		$492K Buy
+2,216
New +$525K 0.04% 395

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arete Wealth Advisors's EXP Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Eagle Materials (EXP) in Q2 2025, closing a stake of 2,216 shares — an estimated $492K sold.

Arete Wealth Advisors first reported a position in EXP in Q1 2025 and held it in 1 quarter. The position peaked at $492K in Q1 2025. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Eagle Materials position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,216 Eagle Materials shares in Q2 2025, an estimated $492K.
  • Arete Wealth Advisors first reported a position in Eagle Materials in Q1 2025 and held it in 1 quarter.
  • Arete Wealth Advisors's Eagle Materials position peaked at $492K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.