EWP
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Elevation Wealth Partners’s Eagle Materials EXP Stock Holding History

Elevation Wealth Partners’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
Q3 		$5.64K Sell
33
-30
-48% -$6K ﹤0.01% 1077
2026
Q2 		$14.2K Buy
63
+29
+85% +$6.06K ﹤0.01% 695
2026
Q1 		$6.44K Buy
+34
New +$7.24K ﹤0.01% 633

Other funds holding EXP

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Elevation Wealth Partners's EXP Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Eagle Materials (EXP) stake by 48% in Q3 2026, selling an estimated $6K and leaving 33 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Elevation Wealth Partners first reported a position in EXP in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.2K in Q2 2026. 17 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Elevation Wealth Partners held 33 shares of Eagle Materials worth $5.64K as of Q3 2026.
  • Elevation Wealth Partners sold 30 Eagle Materials shares in Q3 2026, an estimated $6K.
  • Eagle Materials made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1077 holding.
  • Elevation Wealth Partners first reported a position in Eagle Materials in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Eagle Materials position peaked at $14.2K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.