Pictet Asset Management’s Builders FirstSource BLDR Stock Holding History

Pictet Asset 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
2026 Q2	$340M	Buy	3,801,076 +2,422,744	+176%	+$193M	0.33%	70
2026 Q1	$113M	Buy	1,378,332 +588,987	+75%	+$62.9M	0.12%	188
2025 Q4	$81.2M	Buy	789,345 +500,491	+173%	+$56.2M	0.08%	247
2025 Q3	$35M	Sell	288,854 -46,631	-14%	-$6.19M	0.03%	395
2025 Q2	$39.1M	Buy	335,485 +50,021	+18%	+$5.77M	0.04%	358
2025 Q1	$35.7M	Sell	285,464 -43,805	-13%	-$6.37M	0.04%	371
2024 Q4	$47.1M	Buy	329,269 +12,491	+4%	+$2.21M	0.05%	314
2024 Q3	$61.4M	Buy	316,778 +46,690	+17%	+$7.74M	0.07%	261
2024 Q2	$37.4M	Sell	270,088 -94,294	-26%	-$16M	0.04%	332
2024 Q1	$76M	Sell	364,382 -152,720	-30%	-$28.2M	0.08%	244
2023 Q4	$86.3M	Buy	517,102 +104,196	+25%	+$13.8M	0.1%	222
2023 Q3	$51.4M	Buy	+412,906	New	+$57M	0.06%	282

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

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Pictet Asset Management's BLDR Position: Q2 2026 in Review

Pictet Asset Management increased its Builders FirstSource (BLDR) stake by 176% in Q2 2026, buying an estimated $193M and bringing the position to 3,801,076 shares worth $340M. The position accounts for 0.33% of the portfolio, ranked #70.

Pictet Asset Management first reported a position in BLDR in Q3 2023 and has held it in 12 quarters since. 670 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

Pictet Asset Management held 3,801,076 shares of Builders FirstSource worth $340M as of Q2 2026.
Pictet Asset Management bought 2,422,744 Builders FirstSource shares in Q2 2026, an estimated $193M.
Builders FirstSource made up 0.33% of Pictet Asset Management's portfolio in Q2 2026, its #70 holding.
Pictet Asset Management first reported a position in Builders FirstSource in Q3 2023 and has held it in 12 quarters since.
670 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.