Montag & Associates’s TopBuild BLD Stock Holding History

Montag & Associates’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
2026 Q2	$576K	Sell	1,625 -3,216	-66%	-$1.33M	0.02%	301
2026 Q1	$1.7M	Buy	4,841 +3,506	+263%	+$1.57M	0.08%	184
2025 Q4	$557K	Sell	1,335 -2,445	-65%	-$1.05M	0.03%	291
2025 Q3	$1.48M	Buy	3,780 +780	+26%	+$311K	0.07%	198
2025 Q2	$971K	Hold	3,000	–	–	0.05%	242
2025 Q1	$915K	Hold	3,000	–	–	0.05%	247
2024 Q4	$934K	Sell	3,000 -2	-0.1%	-$733	0.04%	248
2024 Q3	$1.22M	Sell	3,002 -1	-0%	-$403	0.06%	227
2024 Q2	$1.16M	Sell	3,003 -1	-0%	-$408	0.06%	214
2024 Q1	$1.32M	Buy	3,004 +4	+0.1%	+$1.56K	0.07%	217
2023 Q4	$1.12M	Hold	3,000	–	–	0.06%	213
2023 Q3	$755K	Hold	3,000	–	–	0.05%	249
2023 Q2	$798K	Hold	3,000	–	–	0.05%	239
2023 Q1	$624K	Hold	3,000	–	–	0.04%	258
2022 Q4	$469K	Hold	3,000	–	–	0.03%	272
2022 Q3	$494K	Hold	3,000	–	–	0.03%	259
2022 Q2	$501K	Hold	3,000	–	–	0.03%	263
2022 Q1	$544K	Sell	3,000 -200	-6%	-$44.8K	0.03%	280
2021 Q4	$883K	Sell	3,200 -4,050	-56%	-$1.04M	0.04%	241
2021 Q3	$1.49M	Buy	7,250 +4,050	+127%	+$851K	0.08%	199
2021 Q2	$633K	Sell	3,200 -7,994	-71%	-$1.66M	0.03%	270
2021 Q1	$2.34M	Buy	11,194 +702	+7%	+$143K	0.13%	154
2020 Q4	$1.93M	Sell	10,492 -4,000	-28%	-$708K	0.12%	157
2020 Q3	$2.47M	Buy	14,492 +4,264	+42%	+$612K	0.2%	115
2020 Q2	$1.16M	Sell	10,228 -3,272	-24%	-$327K	0.1%	164
2020 Q1	$967K	Buy	13,500 +10,500	+350%	+$1.07M	0.1%	173
2019 Q4	$309K	Sell	3,000 -1	-0%	-$104	0.02%	258
2019 Q3	$289K	Hold	3,001	–	–	0.03%	262
2019 Q2	$248K	Buy	+3,001	New	+$230K	0.02%	281
2018 Q4	–	Sell	-4,649	Closed	-$264K	–	292
2018 Q3	$264K	Hold	4,649	–	–	0.02%	285
2018 Q2	$364K	Hold	4,649	–	–	0.04%	234
2018 Q1	$356K	Sell	4,649 -172	-4%	-$13K	0.04%	231
2017 Q4	$365K	Hold	4,821	–	–	0.04%	232
2017 Q3	$314K	Sell	4,821 -1,121	-19%	-$63.4K	0.03%	215
2017 Q2	$315K	Hold	5,942	–	–	0.04%	209
2017 Q1	$279K	Hold	5,942	–	–	0.03%	215
2016 Q4	$212K	Buy	+5,942	New	+$205K	0.03%	230
2016 Q3	–	Sell	-5,942	Closed	-$215K	–	243
2016 Q2	$215K	Sell	5,942 -4,983	-46%	-$168K	0.03%	228
2016 Q1	$325K	Sell	10,925 -80,775	-88%	-$2.18M	0.05%	194
2015 Q4	$2.82M	Sell	91,700 -135,091	-60%	-$4.05M	0.41%	79
2015 Q3	$7.02M	Buy	+226,791	New	+$7.02M	1.1%	21

Other funds holding BLD

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ECM

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Montag & Associates's BLD Position: Q2 2026 in Review

Montag & Associates reduced its TopBuild (BLD) stake by 66% in Q2 2026, selling an estimated $1.33M and leaving 1,625 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #301.

Montag & Associates first reported a position in BLD in Q3 2015 and has held it in 41 quarters since. The position peaked at $7.02M in Q3 2015. 437 funds tracked by Wall St. Rank hold BLD as of Q2 2026.

Montag & Associates held 1,625 shares of TopBuild worth $576K as of Q2 2026.
Montag & Associates sold 3,216 TopBuild shares in Q2 2026, an estimated $1.33M.
TopBuild made up 0.02% of Montag & Associates's portfolio in Q2 2026, its #301 holding.
Montag & Associates first reported a position in TopBuild in Q3 2015 and has held it in 41 quarters since.
Montag & Associates's TopBuild position peaked at $7.02M in Q3 2015.
437 funds tracked by Wall St. Rank held TopBuild as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.