Integrated Wealth Concepts’s Builders FirstSource BLDR Stock Holding History

Integrated Wealth Concepts’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 Q1	$225K	Buy	+2,728	New	+$291K	﹤0.01%	2037
2025 Q3	–	Sell	-1,981	Closed	-$231K	–	1985
2025 Q2	$231K	Sell	1,981 -1,479	-43%	-$171K	﹤0.01%	1689
2025 Q1	$432K	Buy	3,460 +295	+9%	+$42.9K	0.01%	1209
2024 Q4	$452K	Buy	3,165 +126	+4%	+$22.3K	0.01%	1173
2024 Q3	$589K	Buy	3,039 +1,047	+53%	+$174K	0.01%	1014
2024 Q2	$276K	Sell	1,992 -603	-23%	-$102K	﹤0.01%	1360
2024 Q1	$541K	Sell	2,595 -37	-1%	-$6.84K	0.01%	1022
2023 Q4	$439K	Sell	2,632 -237	-8%	-$31.5K	0.01%	1053
2023 Q3	$357K	Buy	2,869 +32	+1%	+$4.42K	0.01%	1143
2023 Q2	$386K	Buy	+2,837	New	+$315K	0.01%	1118

Other funds holding BLDR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's BLDR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Builders FirstSource (BLDR) in Q1 2026: 2,728 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2037 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BLDR as recently as Q2 2025.

Integrated Wealth Concepts first reported a position in BLDR in Q2 2023 and has held it in 10 quarters since. The position peaked at $589K in Q3 2024. 719 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

Integrated Wealth Concepts held 2,728 shares of Builders FirstSource worth $225K as of Q1 2026.
Builders FirstSource was a new Integrated Wealth Concepts position in Q1 2026.
Builders FirstSource made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2037 holding.
Integrated Wealth Concepts first reported a position in Builders FirstSource in Q2 2023 and has held it in 10 quarters since.
Integrated Wealth Concepts's Builders FirstSource position peaked at $589K in Q3 2024.
719 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.