CWP
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Cyndeo Wealth Partners’s Builders FirstSource BLDR Stock Holding History

Cyndeo Wealth Partners’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
Q4 		– Sell
-1,810
Closed -$219K – 481
2025
Q3 		$219K Sell
1,810
-139
-7% -$18.4K 0.01% 447
2025
Q2 		$227K Buy
1,949
+196
+11% +$22.6K 0.01% 433
2025
Q1 		$219K Buy
1,753
+63
+4% +$9.17K 0.01% 425
2024
Q4 		$242K Buy
1,690
+119
+8% +$21.1K 0.02% 403
2024
Q3 		$305K Buy
1,571
+56
+4% +$9.29K 0.02% 363
2024
Q2 		$210K Buy
1,515
+18
+1% +$3.06K 0.02% 378
2024
Q1 		$312K Buy
1,497
+7
+0.5% +$1.29K 0.03% 321
2023
Q4 		$249K Buy
+1,490
New +$198K 0.02% 327
2023
Q3 		– Sell
-1,473
Closed -$200K – 344
2023
Q2 		$200K Buy
+1,473
New +$164K 0.02% 316

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return