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Shepherd Wealth Management’s Builders FirstSource BLDR Stock Holding History

Shepherd Wealth 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 		– Sell
-2,600
Closed -$346K – 59
2026
Q1 		$346K Buy
+2,600
New +$278K 0.26% 32

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Invesco
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Geode Capital Management
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Shepherd Wealth Management's BLDR Position: Q2 2026 in Review

Shepherd Wealth Management sold out of Builders FirstSource (BLDR) in Q2 2026, closing a stake of 2,600 shares — an estimated $346K sold.

Shepherd Wealth Management first reported a position in BLDR in Q1 2026 and held it in 1 quarter. The position peaked at $346K in Q1 2026. 671 funds tracked by Wall St. Rank hold BLDR as of Q2 2026.

  • Shepherd Wealth Management reported no remaining Builders FirstSource position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 2,600 Builders FirstSource shares in Q2 2026, an estimated $346K.
  • Shepherd Wealth Management first reported a position in Builders FirstSource in Q1 2026 and held it in 1 quarter.
  • Shepherd Wealth Management's Builders FirstSource position peaked at $346K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held Builders FirstSource as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.