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Wealthspire Advisors (New York)’s Eagle Materials EXP Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-270
Closed -$62.9K – 1625
2025
Q3 		$62.9K Buy
+270
New +$61.2K ﹤0.01% 1155

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXP Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Eagle Materials (EXP) in Q4 2025, closing a stake of 270 shares — an estimated $62.9K sold.

Wealthspire Advisors (New York) first reported a position in EXP in Q3 2025 and held it in 1 quarter. The position peaked at $62.9K in Q3 2025. 490 funds tracked by Wall St. Rank hold EXP as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eagle Materials position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 270 Eagle Materials shares in Q4 2025, an estimated $62.9K.
  • Wealthspire Advisors (New York) first reported a position in Eagle Materials in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eagle Materials position peaked at $62.9K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.