Corient Private Wealth
EXP icon

Corient Private Wealth’s Eagle Materials EXP Stock Holding History

Corient Private Wealth’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
2026
Q1 		$320K Sell
1,699
-1,942
-53% -$413K ﹤0.01% 2290
2025
Q4 		$758K Buy
3,641
+2,305
+173% +$509K ﹤0.01% 2051
2025
Q3 		$311K Buy
1,336
+235
+21% +$53.3K ﹤0.01% 2092
2025
Q2 		$223K Sell
1,101
-69
-6% -$14.9K ﹤0.01% 2175
2025
Q1 		$260K Sell
1,170
-89
-7% -$21.1K ﹤0.01% 1929
2024
Q4 		$311K Sell
1,259
-1,791
-59% -$517K ﹤0.01% 1872
2024
Q3 		$877K Buy
3,050
+1,340
+78% +$335K ﹤0.01% 1467
2024
Q2 		$372K Buy
1,710
+49
+3% +$12K ﹤0.01% 1793
2024
Q1 		$451K Buy
1,661
+210
+14% +$49.6K ﹤0.01% 1686
2023
Q4 		$294K Buy
+1,451
New +$255K ﹤0.01% 1873
2023
Q2 		– Sell
-3,523
Closed -$517K – 2104
2023
Q1 		$517K Sell
3,523
-1,241
-26% -$176K ﹤0.01% 1370
2022
Q4 		$633K Buy
+4,764
New +$602K ﹤0.01% 1068

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's EXP Position: Q1 2026 in Review

Corient Private Wealth reduced its Eagle Materials (EXP) stake by 53% in Q1 2026, selling an estimated $413K and leaving 1,699 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Corient Private Wealth first reported a position in EXP in Q4 2022 and has held it in 12 quarters since. The position peaked at $877K in Q3 2024. 481 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Corient Private Wealth held 1,699 shares of Eagle Materials worth $320K as of Q1 2026.
  • Corient Private Wealth sold 1,942 Eagle Materials shares in Q1 2026, an estimated $413K.
  • Eagle Materials made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2290 holding.
  • Corient Private Wealth first reported a position in Eagle Materials in Q4 2022 and has held it in 12 quarters since.
  • Corient Private Wealth's Eagle Materials position peaked at $877K in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.