Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Eagle Materials EXP Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-1,101
Closed -$228K – 1350
2025
Q4 		$228K Sell
1,101
-253
-19% -$55.8K ﹤0.01% 1417
2025
Q3 		$316K Buy
1,354
+27
+2% +$6.12K ﹤0.01% 1222
2025
Q2 		$268K Sell
1,327
-313
-19% -$67.5K ﹤0.01% 1393
2025
Q1 		$364K Sell
1,640
-578
-26% -$137K ﹤0.01% 1194
2024
Q4 		$547K Sell
2,218
-100
-4% -$28.9K ﹤0.01% 1201
2024
Q3 		$667K Sell
2,318
-82
-3% -$20.5K ﹤0.01% 1059
2024
Q2 		$522K Sell
2,400
-201
-8% -$49.2K ﹤0.01% 1118
2024
Q1 		$707K Sell
2,601
-151
-5% -$35.7K ﹤0.01% 975
2023
Q4 		$558K Sell
2,752
-215
-7% -$37.8K ﹤0.01% 1001
2023
Q3 		$494K Buy
+2,967
New +$539K ﹤0.01% 989

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's EXP Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Eagle Materials (EXP) in Q1 2026, closing a stake of 1,101 shares — an estimated $228K sold.

Envestnet Portfolio Solutions first reported a position in EXP in Q3 2023 and held it in 10 quarters. The position peaked at $707K in Q1 2024. 483 funds tracked by Wall St. Rank hold EXP as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Eagle Materials position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,101 Eagle Materials shares in Q1 2026, an estimated $228K.
  • Envestnet Portfolio Solutions first reported a position in Eagle Materials in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Eagle Materials position peaked at $707K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Eagle Materials as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.