True Wealth Design’s Eagle Materials EXP Stock Holding History

True Wealth Design’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	$33.3K	Buy	195 +2	+1%	+$400	0.01%	659
2026 Q2	$43.4K	Buy	193 +187	+3,117%	+$39.1K	0.01%	550
2026 Q1	$1.14K	Sell	6 -25	-81%	-$5.32K	﹤0.01%	1757
2025 Q4	$6.41K	Buy	31 +25	+417%	+$5.52K	﹤0.01%	995
2025 Q3	$1.4K	Buy	6 +1	+20%	+$227	﹤0.01%	1622
2025 Q2	$1.01K	Buy	5 +1	+25%	+$216	﹤0.01%	1460
2025 Q1	$888	Buy	+4	New	+$948	﹤0.01%	1306
2024 Q2	–	Sell	-3,644	Closed	-$990K	–	798
2024 Q1	$990K	Sell	3,644 -908	-20%	-$214K	0.25%	35
2023 Q4	$923K	Sell	4,552 -184	-4%	-$32.3K	0.26%	36
2023 Q3	$789K	Sell	4,736 -804	-15%	-$146K	0.26%	58
2023 Q2	$1.03M	Sell	5,540 -149	-3%	-$23.7K	0.38%	26
2023 Q1	$835K	Sell	5,689 -176	-3%	-$25K	0.35%	48
2022 Q4	$779K	Buy	+5,865	New	+$741K	0.36%	57

Other funds holding EXP

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

High Ground Investment Management London, United Kingdom $1.3B AUM 17.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

True Wealth Design's EXP Position: Q3 2026 in Review

True Wealth Design increased its Eagle Materials (EXP) stake by 1% in Q3 2026, buying an estimated $400 and bringing the position to 195 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #659.

True Wealth Design first reported a position in EXP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.03M in Q2 2023. 273 funds tracked by Wall St. Rank hold EXP as of Q3 2026.

True Wealth Design held 195 shares of Eagle Materials worth $33.3K as of Q3 2026.
True Wealth Design bought 2 Eagle Materials shares in Q3 2026, an estimated $400.
Eagle Materials made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #659 holding.
True Wealth Design first reported a position in Eagle Materials in Q4 2022 and has held it in 13 quarters since.
True Wealth Design's Eagle Materials position peaked at $1.03M in Q2 2023.
273 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.