Integrated Wealth Concepts
BLDR icon

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
Q2 		– Sell
-2,728
Closed -$225K – 2422
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's BLDR Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 2,728 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in BLDR in Q2 2023 and held it in 10 quarters. The position peaked at $589K in Q3 2024. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,728 Builders FirstSource shares in Q2 2026, an estimated $225K.
  • Integrated Wealth Concepts first reported a position in Builders FirstSource in Q2 2023 and held it in 10 quarters.
  • Integrated Wealth Concepts's Builders FirstSource position peaked at $589K in Q3 2024.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.