HWM
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HighMark Wealth Management’s Builders FirstSource BLDR Stock Holding History

HighMark 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
Q3 		– Sell
-100
Closed -$11.7K – 616
2025
Q2 		$11.7K Hold
100
– – 0.01% 287
2025
Q1 		$12.5K Hold
100
– – 0.01% 250
2024
Q4 		$14.3K Hold
100
– – 0.01% 239
2024
Q3 		$19.4K Hold
100
– – 0.01% 211
2024
Q2 		$13.8K Hold
100
– – 0.01% 234
2024
Q1 		$20.9K Hold
100
– – 0.01% 195
2023
Q4 		$16.7K Hold
100
– – 0.01% 208
2023
Q3 		$12.4K Hold
100
– – 0.01% 237
2023
Q2 		$13.6K Hold
100
– – 0.01% 220
2023
Q1 		$8.88K Hold
100
– – 0.01% 311
2022
Q4 		$6.49K Hold
100
– – ﹤0.01% 309
2022
Q3 		$6K Hold
100
– – 0.01% 303
2022
Q2 		$5K Buy
+100
New +$6.13K ﹤0.01% 337

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return