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Centricity Wealth Management’s Eagle Materials EXP Stock Holding History

Centricity Wealth Management’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 		$2.02K Hold
10
– – ﹤0.01% 411
2025
Q1 		$2.22K Hold
10
– – ﹤0.01% 413
2024
Q4 		$2.47K Buy
+10
New +$2.89K ﹤0.01% 417

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Centricity Wealth Management's EXP Position: Q2 2025 in Review

Centricity Wealth Management held its Eagle Materials (EXP) position steady in Q2 2025 at 10 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Centricity Wealth Management first reported a position in EXP in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.47K in Q4 2024. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Centricity Wealth Management held 10 shares of Eagle Materials worth $2.02K as of Q2 2025.
  • Centricity Wealth Management left its Eagle Materials share count unchanged in Q2 2025.
  • Eagle Materials made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #411 holding.
  • Centricity Wealth Management first reported a position in Eagle Materials in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Eagle Materials position peaked at $2.47K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.