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Measured Wealth Private Client Group’s Eagle Materials EXP Stock Holding History

Measured Wealth Private Client Group’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 		$33.3K Hold
148
– – 0.01% 388
2026
Q1 		$28K Hold
148
– – 0.01% 393
2025
Q4 		$30.6K Hold
148
– – 0.01% 383
2025
Q3 		$34.5K Buy
+148
New +$33.5K 0.01% 356

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Measured Wealth Private Client Group's EXP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Eagle Materials (EXP) position steady in Q2 2026 at 148 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #388.

Measured Wealth Private Client Group first reported a position in EXP in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q3 2025. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Measured Wealth Private Client Group held 148 shares of Eagle Materials worth $33.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its Eagle Materials share count unchanged in Q2 2026.
  • Eagle Materials made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #388 holding.
  • Measured Wealth Private Client Group first reported a position in Eagle Materials in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Eagle Materials position peaked at $34.5K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.