Avantax Advisory Services’s Builders FirstSource BLDR Stock Holding History

Avantax Advisory Services’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 Q2	$663K	Sell	5,680 -624	-10%	-$72K	﹤0.01%	1416
2025 Q1	$788K	Buy	6,304 +876	+16%	+$127K	﹤0.01%	1213
2024 Q4	$776K	Buy	5,428 +3,848	+244%	+$681K	﹤0.01%	1172
2024 Q3	$306K	Sell	1,580 -659	-29%	-$109K	﹤0.01%	1729
2024 Q2	$310K	Buy	2,239 +315	+16%	+$53.5K	﹤0.01%	1677
2024 Q1	$401K	Buy	+1,924	New	+$356K	﹤0.01%	1152
2023 Q4	–	Sell	-2,628	Closed	-$327K	–	1583
2023 Q3	$327K	Buy	+2,628	New	+$363K	﹤0.01%	1149

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

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

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

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

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

Avantax Advisory Services's BLDR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Builders FirstSource (BLDR) stake by 9.9% in Q2 2025, selling an estimated $72K and leaving 5,680 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Avantax Advisory Services first reported a position in BLDR in Q3 2023 and has held it in 7 quarters since. The position peaked at $788K in Q1 2025. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

Avantax Advisory Services held 5,680 shares of Builders FirstSource worth $663K as of Q2 2025.
Avantax Advisory Services sold 624 Builders FirstSource shares in Q2 2025, an estimated $72K.
Builders FirstSource made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1416 holding.
Avantax Advisory Services first reported a position in Builders FirstSource in Q3 2023 and has held it in 7 quarters since.
Avantax Advisory Services's Builders FirstSource position peaked at $788K in Q1 2025.
773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.