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Elevation Wealth Partners’s Builders FirstSource BLDR Stock Holding History

Elevation 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
2026
Q3 		– Sell
-61
Closed -$5.46K – 1352
2026
Q2 		$5.46K Sell
61
-139
-70% -$11.1K ﹤0.01% 995
2026
Q1 		$16.5K Buy
+200
New +$21.4K 0.01% 421

Other funds holding BLDR

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Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Elevation Wealth Partners's BLDR Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Builders FirstSource (BLDR) in Q3 2026, closing a stake of 61 shares — an estimated $5.46K sold.

Elevation Wealth Partners first reported a position in BLDR in Q1 2026 and held it in 2 quarters. The position peaked at $16.5K in Q1 2026. 31 funds tracked by Wall St. Rank hold BLDR as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Builders FirstSource position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 61 Builders FirstSource shares in Q3 2026, an estimated $5.46K.
  • Elevation Wealth Partners first reported a position in Builders FirstSource in Q1 2026 and held it in 2 quarters.
  • Elevation Wealth Partners's Builders FirstSource position peaked at $16.5K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.