AFCM
BLD

Applied Finance Capital Management’s TopBuild BLD Stock Holding History

Applied Finance Capital Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-855
Closed -$300K – 226
2026
Q1 		$300K Sell
855
-61
-7% -$27.3K 0.02% 190
2025
Q4 		$382K Buy
916
+355
+63% +$152K 0.03% 171
2025
Q3 		$219K Sell
561
-195
-26% -$77.8K 0.02% 265
2025
Q2 		$245K Hold
756
– – 0.02% 282
2025
Q1 		$231K Hold
756
– – 0.02% 272
2024
Q4 		$235K Hold
756
– – 0.01% 275
2024
Q3 		$308K Hold
756
– – 0.01% 250
2024
Q2 		$291K Buy
+756
New +$308K 0.01% 257

Other funds holding BLD

HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 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 $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Applied Finance Capital Management's BLD Position: Q2 2026 in Review

Applied Finance Capital Management sold out of TopBuild (BLD) in Q2 2026, closing a stake of 855 shares — an estimated $300K sold.

Applied Finance Capital Management first reported a position in BLD in Q2 2024 and held it in 8 quarters. The position peaked at $382K in Q4 2025. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

  • Applied Finance Capital Management reported no remaining TopBuild position as of Q2 2026 after selling out during the quarter.
  • Applied Finance Capital Management sold 855 TopBuild shares in Q2 2026, an estimated $300K.
  • Applied Finance Capital Management first reported a position in TopBuild in Q2 2024 and held it in 8 quarters.
  • Applied Finance Capital Management's TopBuild position peaked at $382K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.