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Cherry Tree Wealth Management’s Eagle Materials EXP Stock Holding History

Cherry Tree 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 		– Sell
-23
Closed -$5.11K – 650
2025
Q1 		$5.11K Buy
+23
New +$5.45K ﹤0.01% 525

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

Cherry Tree Wealth Management's EXP Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Eagle Materials (EXP) in Q2 2025, closing a stake of 23 shares — an estimated $5.11K sold.

Cherry Tree Wealth Management first reported a position in EXP in Q1 2025 and held it in 1 quarter. The position peaked at $5.11K in Q1 2025. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Eagle Materials position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 23 Eagle Materials shares in Q2 2025, an estimated $5.11K.
  • Cherry Tree Wealth Management first reported a position in Eagle Materials in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Eagle Materials position peaked at $5.11K in Q1 2025.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.