Gradient Investments’s Eagle Materials EXP Stock Holding History

Gradient Investments’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	$1.1M	Sell	4,882 -71	-1%	-$14.8K	0.02%	316
2026 Q1	$938K	Sell	4,953 -91	-2%	-$19.4K	0.01%	307
2025 Q4	$1.04M	Sell	5,044 -317	-6%	-$70K	0.02%	244
2025 Q3	$1.25M	Sell	5,361 -656	-11%	-$149K	0.02%	235
2025 Q2	$1.22M	Buy	+6,017	New	+$1.3M	0.02%	223
2024 Q3	–	Sell	-200	Closed	-$43.5K	–	628
2024 Q2	$43.5K	Hold	200	–	–	﹤0.01%	515
2024 Q1	$54.4K	Hold	200	–	–	﹤0.01%	420
2023 Q4	$40.6K	Hold	200	–	–	﹤0.01%	584
2023 Q3	$33.3K	Hold	200	–	–	﹤0.01%	586
2023 Q2	$37.3K	Hold	200	–	–	﹤0.01%	565
2023 Q1	$29.4K	Hold	200	–	–	﹤0.01%	598
2022 Q4	$26.6K	Hold	200	–	–	﹤0.01%	631
2022 Q3	$21K	Hold	200	–	–	﹤0.01%	660
2022 Q2	$22K	Hold	200	–	–	﹤0.01%	627
2022 Q1	$26K	Hold	200	–	–	﹤0.01%	598
2021 Q4	$33K	Hold	200	–	–	﹤0.01%	565
2021 Q3	$26K	Hold	200	–	–	﹤0.01%	598
2021 Q2	$28K	Hold	200	–	–	﹤0.01%	575
2021 Q1	$27K	Hold	200	–	–	﹤0.01%	575
2020 Q4	$17K	Hold	200	–	–	﹤0.01%	598
2020 Q3	$17K	Hold	200	–	–	﹤0.01%	602
2020 Q2	$14K	Hold	200	–	–	﹤0.01%	591
2020 Q1	$12K	Hold	200	–	–	﹤0.01%	613
2019 Q4	$18K	Hold	200	–	–	﹤0.01%	580
2019 Q3	$18K	Hold	200	–	–	﹤0.01%	543
2019 Q2	$19K	Hold	200	–	–	﹤0.01%	519
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	470
2018 Q4	$12K	Hold	200	–	–	﹤0.01%	540
2018 Q3	$17K	Hold	200	–	–	﹤0.01%	531
2018 Q2	$21K	Buy	+200	New	+$21.1K	﹤0.01%	475

Other funds holding EXP

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perennial Advisors New York $649M AUM 23.36% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return