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Physician Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Physician Wealth Advisors’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 		$3.4K Buy
38
+29
+322% +$2.32K ﹤0.01% 1272
2026
Q1 		$741 Sell
9
-5
-36% -$534 ﹤0.01% 1803
2025
Q4 		$1.44K Buy
14
+10
+250% +$1.12K ﹤0.01% 1434
2025
Q3 		$485 Buy
+4
New +$531 ﹤0.01% 1822

Other funds holding BLDR

FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
AWG
Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

Physician Wealth Advisors's BLDR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Builders FirstSource (BLDR) stake by 322% in Q2 2026, buying an estimated $2.32K and bringing the position to 38 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Physician Wealth Advisors first reported a position in BLDR in Q3 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Physician Wealth Advisors held 38 shares of Builders FirstSource worth $3.4K as of Q2 2026.
  • Physician Wealth Advisors bought 29 Builders FirstSource shares in Q2 2026, an estimated $2.32K.
  • Builders FirstSource made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1272 holding.
  • Physician Wealth Advisors first reported a position in Builders FirstSource in Q3 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.