Atria Wealth Solutions’s Builders FirstSource BLDR Stock Holding History

Atria Wealth Solutions’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,329	Closed	-$476K	–	1882
2024 Q4	$476K	Sell	3,329 -6,624	-67%	-$1.17M	0.01%	1301
2024 Q3	$1.93M	Buy	9,953 +2,484	+33%	+$412K	0.02%	652
2024 Q2	$1.03M	Sell	7,469 -1,955	-21%	-$332K	0.01%	887
2024 Q1	$1.97M	Buy	9,424 +1,980	+27%	+$366K	0.02%	646
2023 Q4	$1.24M	Sell	7,444 -234	-3%	-$31.1K	0.02%	778
2023 Q3	$956K	Buy	7,678 +1,388	+22%	+$192K	0.01%	832
2023 Q2	$855K	Buy	6,290 +544	+9%	+$60.5K	0.01%	911
2023 Q1	$510K	Buy	5,746 +1,334	+30%	+$106K	0.01%	1124
2022 Q4	$286K	Sell	4,412 -1,621	-27%	-$101K	﹤0.01%	1390
2022 Q3	$355K	Sell	6,033 -50	-0.8%	-$3.13K	0.01%	1199
2022 Q2	$327K	Buy	+6,083	New	+$373K	0.01%	1165

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Wealth Solutions's BLDR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Builders FirstSource (BLDR) in Q1 2025, closing a stake of 3,329 shares — an estimated $476K sold.

Atria Wealth Solutions first reported a position in BLDR in Q2 2022 and held it in 11 quarters. The position peaked at $1.97M in Q1 2024. 785 funds tracked by Wall St. Rank hold BLDR as of Q1 2025.

Atria Wealth Solutions reported no remaining Builders FirstSource position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,329 Builders FirstSource shares in Q1 2025, an estimated $476K.
Atria Wealth Solutions first reported a position in Builders FirstSource in Q2 2022 and held it in 11 quarters.
Atria Wealth Solutions's Builders FirstSource position peaked at $1.97M in Q1 2024.
785 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.