&Partners’s Builders FirstSource BLDR Stock Holding History

&Partners’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
2026 Q2	$1.4M	Sell	15,754 -2,746	-15%	-$219K	0.01%	1223
2026 Q1	$1.23M	Buy	18,500 +478	+3%	+$51K	0.01%	1184
2025 Q4	$1.86M	Buy	18,022 +1,261	+8%	+$142K	0.01%	906
2025 Q3	$2.03M	Buy	16,761 +1,113	+7%	+$148K	0.01%	746
2025 Q2	$1.84M	Buy	15,648 +6,685	+75%	+$771K	0.01%	704
2025 Q1	$1.12M	Buy	8,963 +5,726	+177%	+$833K	0.01%	777
2024 Q4	$467K	Buy	+3,237	New	+$573K	0.01%	1101

Other funds holding BLDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

&Partners's BLDR Position: Q2 2026 in Review

&Partners reduced its Builders FirstSource (BLDR) stake by 15% in Q2 2026, selling an estimated $219K and leaving 15,754 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1223.

&Partners first reported a position in BLDR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q3 2025. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

&Partners held 15,754 shares of Builders FirstSource worth $1.4M as of Q2 2026.
&Partners sold 2,746 Builders FirstSource shares in Q2 2026, an estimated $219K.
Builders FirstSource made up 0.01% of &Partners's portfolio in Q2 2026, its #1223 holding.
&Partners first reported a position in Builders FirstSource in Q4 2024 and has held it in 7 quarters since.
&Partners's Builders FirstSource position peaked at $2.03M in Q3 2025.
671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.