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 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 $2.3T 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

True Wealth Design's EXP Position: Q2 2026 in Review

True Wealth Design increased its Eagle Materials (EXP) stake by 3,117% in Q2 2026, buying an estimated $39.1K and bringing the position to 193 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #550.

True Wealth Design first reported a position in EXP in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2023. 534 funds tracked by Wall St. Rank hold EXP as of Q2 2026.

True Wealth Design held 193 shares of Eagle Materials worth $43.4K as of Q2 2026.
True Wealth Design bought 187 Eagle Materials shares in Q2 2026, an estimated $39.1K.
Eagle Materials made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #550 holding.
True Wealth Design first reported a position in Eagle Materials in Q4 2022 and has held it in 12 quarters since.
True Wealth Design's Eagle Materials position peaked at $1.03M in Q2 2023.
534 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.