Fuller & Thaler Asset Management
BLD

Fuller & Thaler Asset Management’s TopBuild BLD Stock Holding History

Fuller & Thaler Asset Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-110,435
Closed -$46.1M – 502
2025
Q4 		$46.1M Sell
110,435
-16,603
-13% -$7.12M 0.16% 208
2025
Q3 		$49.7M Sell
127,038
-60
-0% -$23.9K 0.17% 196
2025
Q2 		$41.1M Buy
127,098
+17,368
+16% +$5.15M 0.15% 209
2025
Q1 		$33.5M Buy
109,730
+343
+0.3% +$110K 0.13% 221
2024
Q4 		$34.1M Buy
109,387
+16,917
+18% +$6.2M 0.13% 225
2024
Q3 		$37.6M Sell
92,470
-100,837
-52% -$40.7M 0.15% 216
2024
Q2 		$74.5M Buy
193,307
+624
+0.3% +$254K 0.32% 104
2024
Q1 		$84.9M Sell
192,683
-24,684
-11% -$9.65M 0.37% 92
2023
Q4 		$81.4M Buy
217,367
+105,445
+94% +$30.2M 0.41% 90
2023
Q3 		$28.2M Sell
111,922
-464
-0.4% -$128K 0.16% 160
2023
Q2 		$29.9M Sell
112,386
-125,277
-53% -$27.5M 0.17% 160
2023
Q1 		$49.5M Sell
237,663
-238
-0.1% -$46K 0.29% 116
2022
Q4 		$37.2M Buy
237,901
+196,674
+477% +$31.3M 0.24% 137
2022
Q3 		$6.79M Sell
41,227
-22
-0.1% -$4.07K 0.05% 246
2022
Q2 		$6.89M Sell
41,249
-37,688
-48% -$6.9M 0.05% 256
2022
Q1 		$14.3M Sell
78,937
-53,187
-40% -$11.9M 0.09% 194
2021
Q4 		$36.5M Sell
132,124
-41,057
-24% -$10.5M 0.21% 143
2021
Q3 		$35.5M Buy
173,181
+74,805
+76% +$15.7M 0.23% 126
2021
Q2 		$19.5M Buy
98,376
+11,816
+14% +$2.45M 0.13% 156
2021
Q1 		$18.1M Buy
86,560
+4,566
+6% +$928K 0.13% 159
2020
Q4 		$15.1M Buy
81,994
+4,092
+5% +$724K 0.14% 153
2020
Q3 		$13.3M Buy
77,902
+11,057
+17% +$1.59M 0.17% 138
2020
Q2 		$7.61M Sell
66,845
-57,651
-46% -$5.76M 0.1% 194
2020
Q1 		$8.92M Buy
124,496
+10,682
+9% +$1.09M 0.15% 141
2019
Q4 		$11.7M Buy
+113,814
New +$11.8M 0.13% 151

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fuller & Thaler Asset Management's BLD Position: Q1 2026 in Review

Fuller & Thaler Asset Management sold out of TopBuild (BLD) in Q1 2026, closing a stake of 110,435 shares — an estimated $46.1M sold.

Fuller & Thaler Asset Management first reported a position in BLD in Q4 2019 and held it in 25 quarters. The position peaked at $84.9M in Q1 2024. 547 funds tracked by Wall St. Rank hold BLD as of Q1 2026.

  • Fuller & Thaler Asset Management reported no remaining TopBuild position as of Q1 2026 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 110,435 TopBuild shares in Q1 2026, an estimated $46.1M.
  • Fuller & Thaler Asset Management first reported a position in TopBuild in Q4 2019 and held it in 25 quarters.
  • Fuller & Thaler Asset Management's TopBuild position peaked at $84.9M in Q1 2024.
  • 547 funds tracked by Wall St. Rank held TopBuild as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.