RBA
GMS

Richard Bernstein Advisors’s GMS Inc GMS Stock Holding History

Richard Bernstein Advisors’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44,180
Closed -$3.23M – 224
2025
Q1 		$3.23M Sell
44,180
-1,639
-4% -$131K 0.08% 134
2024
Q4 		$3.89M Hold
45,819
– – 0.09% 116
2024
Q3 		$4.15M Hold
45,819
– – 0.09% 105
2024
Q2 		$3.69M Buy
45,819
+4
+0% +$369 0.08% 104
2024
Q1 		$4.46M Hold
45,815
– – 0.1% 76
2023
Q4 		$3.78M Buy
45,815
+27
+0.1% +$1.81K 0.08% 82
2023
Q3 		$2.93M Buy
+45,788
New +$3.18M 0.07% 106

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Richard Bernstein Advisors's GMS Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of GMS Inc (GMS) in Q2 2025, closing a stake of 44,180 shares — an estimated $3.23M sold.

Richard Bernstein Advisors first reported a position in GMS in Q3 2023 and held it in 7 quarters. The position peaked at $4.46M in Q1 2024. 313 funds tracked by Wall St. Rank hold GMS as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining GMS Inc position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 44,180 GMS Inc shares in Q2 2025, an estimated $3.23M.
  • Richard Bernstein Advisors first reported a position in GMS Inc in Q3 2023 and held it in 7 quarters.
  • Richard Bernstein Advisors's GMS Inc position peaked at $4.46M in Q1 2024.
  • 313 funds tracked by Wall St. Rank held GMS Inc as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.