VWA
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Valued Wealth Advisors’s Eagle Materials EXP Stock Holding History

Valued 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
Q1 		$191 Sell
1
-3
-75% -$638 ﹤0.01% 707
2025
Q4 		$829 Hold
4
– – ﹤0.01% 487
2025
Q3 		$934 Sell
4
-1
-20% -$227 ﹤0.01% 465
2025
Q2 		$1.01K Hold
5
– – ﹤0.01% 445
2025
Q1 		$1.11K Buy
5
+1
+25% +$237 ﹤0.01% 468
2024
Q4 		$988 Hold
4
– – ﹤0.01% 479
2024
Q3 		$1.15K Hold
4
– – ﹤0.01% 433
2024
Q2 		$871 Hold
4
– – ﹤0.01% 452
2024
Q1 		$1.09K Buy
+4
New +$945 ﹤0.01% 429

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return