NewEdge Wealth’s Eagle Materials EXP Stock Holding History

NewEdge Wealth’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	$377K	Buy	+1,676	New	+$350K	﹤0.01%	955
2026 Q1	–	Sell	-1,277	Closed	-$264K	–	1177
2025 Q4	$264K	Sell	1,277 -878	-41%	-$194K	﹤0.01%	1068
2025 Q3	$447K	Sell	2,155 -510	-19%	-$116K	0.01%	785
2025 Q2	$598K	Sell	2,665 -5,054	-65%	-$1.09M	0.01%	655
2025 Q1	$1.71M	Sell	7,719 -102,248	-93%	-$24.2M	0.03%	381
2024 Q4	$27.1M	Buy	109,967 +4,824	+5%	+$1.39M	0.47%	57
2024 Q3	$30.2M	Buy	105,143 +3,705	+4%	+$926K	0.55%	47
2024 Q2	$22.1M	Buy	101,438 +1,794	+2%	+$439K	0.48%	57
2024 Q1	$25.6M	Buy	99,644 +10,554	+12%	+$2.49M	0.57%	42
2023 Q4	$18.1M	Buy	89,090 +10,514	+13%	+$1.85M	0.46%	62
2023 Q3	$13.1M	Buy	78,576 +19,060	+32%	+$3.46M	0.41%	70
2023 Q2	$11.1M	Buy	59,516 +1,264	+2%	+$201K	0.37%	79
2023 Q1	$8.55M	Buy	+58,252	New	+$8.26M	0.32%	84

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

NewEdge Wealth's EXP Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Eagle Materials (EXP) in Q2 2026: 1,676 shares worth $377K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in EXP as recently as Q4 2025.

NewEdge Wealth first reported a position in EXP in Q1 2023 and has held it in 13 quarters since. The position peaked at $30.2M in Q3 2024. 533 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

NewEdge Wealth held 1,676 shares of Eagle Materials worth $377K as of Q2 2026.
Eagle Materials was a new NewEdge Wealth position in Q2 2026.
Eagle Materials made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #955 holding.
NewEdge Wealth first reported a position in Eagle Materials in Q1 2023 and has held it in 13 quarters since.
NewEdge Wealth's Eagle Materials position peaked at $30.2M in Q3 2024.
533 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.