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Marshall & Sterling Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-92
Closed -$10.7K – 651
2025
Q2 		$10.7K Hold
92
– – 0.01% 314
2025
Q1 		$11.5K Buy
+92
New +$13.4K 0.01% 298

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

Marshall & Sterling Wealth Advisors's BLDR Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Builders FirstSource (BLDR) in Q3 2025, closing a stake of 92 shares — an estimated $10.7K sold.

Marshall & Sterling Wealth Advisors first reported a position in BLDR in Q1 2025 and held it in 2 quarters. The position peaked at $11.5K in Q1 2025. 775 funds tracked by Wall St. Rank hold BLDR as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Builders FirstSource position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 92 Builders FirstSource shares in Q3 2025, an estimated $10.7K.
  • Marshall & Sterling Wealth Advisors first reported a position in Builders FirstSource in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Builders FirstSource position peaked at $11.5K in Q1 2025.
  • 775 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.