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Diversify Advisory Services’s Eagle Materials EXP Stock Holding History

Diversify 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
Q4 		– Sell
-1,237
Closed -$255K – 927
2025
Q3 		$255K Sell
1,237
-962
-44% -$218K 0.01% 772
2025
Q2 		$514K Buy
+2,199
New +$474K 0.02% 526

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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Advisory Services's EXP Position: Q4 2025 in Review

Diversify Advisory Services sold out of Eagle Materials (EXP) in Q4 2025, closing a stake of 1,237 shares — an estimated $255K sold.

Diversify Advisory Services first reported a position in EXP in Q2 2025 and held it in 2 quarters. The position peaked at $514K in Q2 2025. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2025.

  • Diversify Advisory Services reported no remaining Eagle Materials position as of Q4 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 1,237 Eagle Materials shares in Q4 2025, an estimated $255K.
  • Diversify Advisory Services first reported a position in Eagle Materials in Q2 2025 and held it in 2 quarters.
  • Diversify Advisory Services's Eagle Materials position peaked at $514K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2025.

Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.