Heartwood Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Heartwood Wealth Advisors’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	-1,205	Closed	-$146K	–	252
2025 Q3	$146K	Buy	+1,205	New	+$160K	0.01%	224
2024 Q4	–	Sell	-1,272	Closed	-$247K	–	171
2024 Q3	$247K	Buy	+1,272	New	+$211K	0.03%	152
2024 Q2	–	Sell	-1,272	Closed	-$265K	–	173
2024 Q1	$265K	Hold	1,272	–	–	0.03%	121
2023 Q4	$212K	Buy	+1,272	New	+$169K	0.03%	138

Other funds holding BLDR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

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

Heartwood Wealth Advisors's BLDR Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 1,205 shares — an estimated $146K sold.

Heartwood Wealth Advisors first reported a position in BLDR in Q4 2023 and held it in 4 quarters. The position peaked at $265K in Q1 2024. 765 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,205 Builders FirstSource shares in Q4 2025, an estimated $146K.
Heartwood Wealth Advisors first reported a position in Builders FirstSource in Q4 2023 and held it in 4 quarters.
Heartwood Wealth Advisors's Builders FirstSource position peaked at $265K in Q1 2024.
765 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.