Polen Capital Management
BLD

Polen Capital Management’s TopBuild BLD Stock Holding History

Polen Capital Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,931
Closed -$1.5M – 243
2025
Q1 		$1.5M Sell
4,931
-289
-6% -$92.5K ﹤0.01% 88
2024
Q4 		$1.63M Buy
5,220
+1,145
+28% +$420K ﹤0.01% 90
2024
Q3 		$1.66M Buy
+4,075
New +$1.64M ﹤0.01% 93

Other funds holding BLD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Polen Capital Management's BLD Position: Q2 2025 in Review

Polen Capital Management sold out of TopBuild (BLD) in Q2 2025, closing a stake of 4,931 shares — an estimated $1.5M sold.

Polen Capital Management first reported a position in BLD in Q3 2024 and held it in 3 quarters. The position peaked at $1.66M in Q3 2024. 488 funds tracked by Wall St. Rank hold BLD as of Q2 2025.

  • Polen Capital Management reported no remaining TopBuild position as of Q2 2025 after selling out during the quarter.
  • Polen Capital Management sold 4,931 TopBuild shares in Q2 2025, an estimated $1.5M.
  • Polen Capital Management first reported a position in TopBuild in Q3 2024 and held it in 3 quarters.
  • Polen Capital Management's TopBuild position peaked at $1.66M in Q3 2024.
  • 488 funds tracked by Wall St. Rank held TopBuild as of Q2 2025.

Based on Polen Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.