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Simplicity Wealth’s Eagle Materials EXP Stock Holding History

Simplicity 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 		$391K Sell
1,739
-41
-2% -$8.57K 0.01% 729
2026
Q1 		$337K Buy
1,780
+15
+0.8% +$3.19K 0.02% 553
2025
Q4 		$365K Sell
1,765
-81
-4% -$17.9K 0.02% 507
2025
Q3 		$430K Sell
1,846
-12
-0.6% -$2.72K 0.02% 480
2025
Q2 		$376K Sell
1,858
-882
-32% -$190K 0.02% 512
2025
Q1 		$608K Sell
2,740
-74
-3% -$17.5K 0.05% 313
2024
Q4 		$694K Sell
2,814
-23
-0.8% -$6.64K 0.14% 127
2024
Q3 		$816K Sell
2,837
-2,858
-50% -$715K 0.08% 225
2024
Q2 		$1.24M Sell
5,695
-491
-8% -$120K 0.03% 468
2024
Q1 		$1.68M Buy
+6,186
New +$1.46M 0.04% 385

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

Simplicity Wealth's EXP Position: Q2 2026 in Review

Simplicity Wealth reduced its Eagle Materials (EXP) stake by 2.3% in Q2 2026, selling an estimated $8.57K and leaving 1,739 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #729.

Simplicity Wealth first reported a position in EXP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q1 2024. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

  • Simplicity Wealth held 1,739 shares of Eagle Materials worth $391K as of Q2 2026.
  • Simplicity Wealth sold 41 Eagle Materials shares in Q2 2026, an estimated $8.57K.
  • Eagle Materials made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #729 holding.
  • Simplicity Wealth first reported a position in Eagle Materials in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Eagle Materials position peaked at $1.68M in Q1 2024.
  • 534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.