Peak Planning Group’s Builders FirstSource BLDR Stock Holding History

Peak Planning Group’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	$322K	Sell	3,597 -376	-9%	-$30K	0.07%	99
2026 Q1	$327K	Hold	3,973	–	–	0.09%	92
2025 Q4	$409K	Buy	3,973 +473	+14%	+$53.2K	0.11%	86
2025 Q3	$424K	Hold	3,500	–	–	0.22%	61
2025 Q2	$408K	Hold	3,500	–	–	0.26%	57
2025 Q1	$437K	Hold	3,500	–	–	0.18%	73
2024 Q4	$500K	Sell	3,500 -500	-13%	-$88.5K	0.21%	69
2024 Q3	$775K	Sell	4,000 -335	-8%	-$55.5K	0.34%	58
2024 Q2	$600K	Buy	+4,335	New	+$736K	0.29%	61

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

Peak Planning Group's BLDR Position: Q2 2026 in Review

Peak Planning Group reduced its Builders FirstSource (BLDR) stake by 9.5% in Q2 2026, selling an estimated $30K and leaving 3,597 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #99.

Peak Planning Group first reported a position in BLDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $775K in Q3 2024. 669 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Peak Planning Group held 3,597 shares of Builders FirstSource worth $322K as of Q2 2026.
Peak Planning Group sold 376 Builders FirstSource shares in Q2 2026, an estimated $30K.
Builders FirstSource made up 0.07% of Peak Planning Group's portfolio in Q2 2026, its #99 holding.
Peak Planning Group first reported a position in Builders FirstSource in Q2 2024 and has held it in 9 quarters since.
Peak Planning Group's Builders FirstSource position peaked at $775K in Q3 2024.
669 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.