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Montag & Associates’s Builders FirstSource BLDR Stock Holding History

Montag & Associates’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
Q4 		– Sell
-475
Closed -$57.6K – 982
2025
Q3 		$57.6K Buy
+475
New +$63K ﹤0.01% 569
2025
Q1 		– Sell
-2
Closed -$286 – 1002
2024
Q4 		$286 Hold
2
– – ﹤0.01% 987
2024
Q3 		$388 Buy
+2
New +$332 ﹤0.01% 1014

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Montag & Associates's BLDR Position: Q4 2025 in Review

Montag & Associates sold out of Builders FirstSource (BLDR) in Q4 2025, closing a stake of 475 shares — an estimated $57.6K sold.

Montag & Associates first reported a position in BLDR in Q3 2024 and held it in 3 quarters. The position peaked at $57.6K in Q3 2025. 766 funds tracked by Wall St. Rank hold BLDR as of Q4 2025.

  • Montag & Associates reported no remaining Builders FirstSource position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 475 Builders FirstSource shares in Q4 2025, an estimated $57.6K.
  • Montag & Associates first reported a position in Builders FirstSource in Q3 2024 and held it in 3 quarters.
  • Montag & Associates's Builders FirstSource position peaked at $57.6K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.