EverSource Wealth Advisors’s Eagle Materials EXP Stock Holding History

EverSource Wealth Advisors’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 Q2	$151K	Buy	671 +333	+99%	+$69.6K	0.01%	1167
2026 Q1	$64K	Buy	338 +14	+4%	+$2.98K	﹤0.01%	1722
2025 Q4	$67K	Buy	324 +8	+3%	+$1.77K	﹤0.01%	1549
2025 Q3	$73.7K	Buy	316 +144	+84%	+$32.6K	﹤0.01%	1437
2025 Q2	$34.8K	Buy	172 +87	+102%	+$18.7K	﹤0.01%	1868
2025 Q1	$18.9K	Sell	85 -8	-9%	-$1.9K	﹤0.01%	1720
2024 Q4	$22.9K	Buy	93 +13	+16%	+$3.75K	﹤0.01%	1549
2024 Q3	$23K	Buy	80 +6	+8%	+$1.5K	﹤0.01%	1422
2024 Q2	$20.1K	Buy	74 +6	+9%	+$1.47K	﹤0.01%	1505
2024 Q1	$17K	Buy	68 +2	+3%	+$472	﹤0.01%	1439
2023 Q4	$13.4K	Hold	66	–	–	﹤0.01%	1428
2023 Q3	$11K	Hold	66	–	–	﹤0.01%	1385
2023 Q2	$12.3K	Hold	66	–	–	﹤0.01%	1354
2023 Q1	$9.69K	Hold	66	–	–	﹤0.01%	1374
2022 Q4	$8.77K	Sell	66 -16	-20%	-$2.02K	﹤0.01%	1377
2022 Q3	$9K	Buy	+82	New	+$9.82K	﹤0.01%	1152

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's EXP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Eagle Materials (EXP) stake by 99% in Q2 2026, buying an estimated $69.6K and bringing the position to 671 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #1167.

EverSource Wealth Advisors first reported a position in EXP in Q3 2022 and has held it in 16 quarters since. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

EverSource Wealth Advisors held 671 shares of Eagle Materials worth $151K as of Q2 2026.
EverSource Wealth Advisors bought 333 Eagle Materials shares in Q2 2026, an estimated $69.6K.
Eagle Materials made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1167 holding.
EverSource Wealth Advisors first reported a position in Eagle Materials in Q3 2022 and has held it in 16 quarters since.
533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.