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

Physician 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
-10
Closed -$2.25K – 2504
2026
Q2 		$2.25K Sell
10
-7
-41% -$1.46K ﹤0.01% 1458
2026
Q1 		$3.22K Buy
+17
New +$3.62K ﹤0.01% 1154
2025
Q4 		– Sell
-5
Closed -$1.17K – 2076
2025
Q3 		$1.17K Buy
+5
New +$1.13K ﹤0.01% 1485

Other funds holding EXP

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
HIC
Harbor Island Capital Topsfield, Massachusetts $276M AUM 75.57% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Weybosset Research & Management
Weybosset Research & Management Province, Rhode Island $347M AUM 23.23% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Highland Capital Management (Tennessee)
Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Eagle Materials (EXP) in Q3 2026, closing a stake of 10 shares — an estimated $2.25K sold.

Physician Wealth Advisors first reported a position in EXP in Q3 2025 and held it in 3 quarters. The position peaked at $3.22K in Q1 2026. 110 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Eagle Materials position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Eagle Materials shares in Q3 2026, an estimated $2.25K.
  • Physician Wealth Advisors first reported a position in Eagle Materials in Q3 2025 and held it in 3 quarters.
  • Physician Wealth Advisors's Eagle Materials position peaked at $3.22K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.