MSWA
BLD

Marshall & Sterling Wealth Advisors’s TopBuild BLD Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q2 		– Sell
-10
Closed -$3.05K – 634
2025
Q1 		$3.05K Buy
+10
New +$3.2K ﹤0.01% 517

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's BLD Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of TopBuild (BLD) in Q2 2025, closing a stake of 10 shares — an estimated $3.05K sold.

Marshall & Sterling Wealth Advisors first reported a position in BLD in Q1 2025 and held it in 1 quarter. The position peaked at $3.05K in Q1 2025. 488 funds tracked by Wall St. Rank hold BLD as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining TopBuild position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 10 TopBuild shares in Q2 2025, an estimated $3.05K.
  • Marshall & Sterling Wealth Advisors first reported a position in TopBuild in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's TopBuild position peaked at $3.05K in Q1 2025.
  • 488 funds tracked by Wall St. Rank held TopBuild as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.