AAS
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Avantax Advisory Services’s Eagle Materials EXP Stock Holding History

Avantax Advisory Services’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 		$262K Sell
1,295
-185
-13% -$39.9K ﹤0.01% 2018
2025
Q1 		$328K Buy
1,480
+166
+13% +$39.4K ﹤0.01% 1769
2024
Q4 		$324K Sell
1,314
-121
-8% -$34.9K ﹤0.01% 1731
2024
Q3 		$413K Buy
1,435
+69
+5% +$17.3K ﹤0.01% 1548
2024
Q2 		$297K Buy
+1,366
New +$334K ﹤0.01% 1707

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

Avantax Advisory Services's EXP Position: Q2 2025 in Review

Avantax Advisory Services reduced its Eagle Materials (EXP) stake by 13% in Q2 2025, selling an estimated $39.9K and leaving 1,295 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Avantax Advisory Services first reported a position in EXP in Q2 2024 and has held it in 5 quarters since. The position peaked at $413K in Q3 2024. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Avantax Advisory Services held 1,295 shares of Eagle Materials worth $262K as of Q2 2025.
  • Avantax Advisory Services sold 185 Eagle Materials shares in Q2 2025, an estimated $39.9K.
  • Eagle Materials made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2018 holding.
  • Avantax Advisory Services first reported a position in Eagle Materials in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Eagle Materials position peaked at $413K in Q3 2024.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.