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Mowery & Schoenfeld Wealth Management’s Builders FirstSource BLDR Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-6
Closed -$858 – 474
2024
Q4 		$858 Buy
+6
New +$1.06K ﹤0.01% 452

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BLDR Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Builders FirstSource (BLDR) in Q1 2025, closing a stake of 6 shares — an estimated $858 sold.

Mowery & Schoenfeld Wealth Management first reported a position in BLDR in Q4 2024 and held it in 1 quarter. The position peaked at $858 in Q4 2024. 785 funds tracked by Wall St. Rank hold BLDR as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Builders FirstSource position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 6 Builders FirstSource shares in Q1 2025, an estimated $858.
  • Mowery & Schoenfeld Wealth Management first reported a position in Builders FirstSource in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Builders FirstSource position peaked at $858 in Q4 2024.
  • 785 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.