Icon Wealth Advisors’s Eagle Materials EXP Stock Holding History

Icon 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
2025 Q4	–	Sell	-445	Closed	-$104K	–	444
2025 Q3	$104K	Buy	+445	New	+$101K	0.01%	502

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Icon Wealth Advisors's EXP Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Eagle Materials (EXP) in Q4 2025, closing a stake of 445 shares — an estimated $104K sold.

Icon Wealth Advisors first reported a position in EXP in Q3 2025 and held it in 1 quarter. The position peaked at $104K in Q3 2025. 490 funds tracked by Wall St. Rank hold EXP as of Q4 2025.

Icon Wealth Advisors reported no remaining Eagle Materials position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 445 Eagle Materials shares in Q4 2025, an estimated $104K.
Icon Wealth Advisors first reported a position in Eagle Materials in Q3 2025 and held it in 1 quarter.
Icon Wealth Advisors's Eagle Materials position peaked at $104K in Q3 2025.
490 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.