Outlook Wealth Advisors
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Outlook Wealth Advisors’s Eagle Materials EXP Stock Holding History

Outlook 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
Q3 		– Sell
-1,272
Closed -$286K – 314
2026
Q2 		$286K Hold
1,272
– – 0.06% 261
2026
Q1 		$241K Buy
1,272
+8
+0.6% +$1.7K 0.06% 285
2025
Q4 		$261K Buy
1,264
+10
+0.8% +$2.21K 0.06% 266
2025
Q3 		$292K Buy
+1,254
New +$284K 0.07% 237

Other funds holding EXP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
High Ground Investment Management
High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Outlook Wealth Advisors's EXP Position: Q3 2026 in Review

Outlook Wealth Advisors sold out of Eagle Materials (EXP) in Q3 2026, closing a stake of 1,272 shares — an estimated $286K sold.

Outlook Wealth Advisors first reported a position in EXP in Q3 2025 and held it in 4 quarters. The position peaked at $292K in Q3 2025. 218 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Outlook Wealth Advisors reported no remaining Eagle Materials position as of Q3 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 1,272 Eagle Materials shares in Q3 2026, an estimated $286K.
  • Outlook Wealth Advisors first reported a position in Eagle Materials in Q3 2025 and held it in 4 quarters.
  • Outlook Wealth Advisors's Eagle Materials position peaked at $292K in Q3 2025.
  • 218 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.