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Cherry Tree Wealth Management’s Builders FirstSource BLDR Stock Holding History

Cherry Tree Wealth Management’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 		– Sell
-4
Closed -$500 – 624
2025
Q1 		$500 Hold
4
– – ﹤0.01% 724
2024
Q4 		$572 Buy
+4
New +$708 ﹤0.01% 604

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cherry Tree Wealth Management's BLDR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Builders FirstSource (BLDR) in Q2 2025, closing a stake of 4 shares — an estimated $500 sold.

Cherry Tree Wealth Management first reported a position in BLDR in Q4 2024 and held it in 2 quarters. The position peaked at $572 in Q4 2024. 773 funds tracked by Wall St. Rank hold BLDR as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Builders FirstSource position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 4 Builders FirstSource shares in Q2 2025, an estimated $500.
  • Cherry Tree Wealth Management first reported a position in Builders FirstSource in Q4 2024 and held it in 2 quarters.
  • Cherry Tree Wealth Management's Builders FirstSource position peaked at $572 in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.