TWD
BECN

True Wealth Design’s Beacon Roofing Supply, Inc. BECN Stock Holding History

True Wealth Design’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$1.36K – 2868
2025
Q1 		$1.36K Buy
+11
New +$1.28K ﹤0.01% 1155

Other funds holding BECN

CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

True Wealth Design's BECN Position: Q2 2025 in Review

True Wealth Design sold out of Beacon Roofing Supply, Inc. (BECN) in Q2 2025, closing a stake of 11 shares — an estimated $1.36K sold.

True Wealth Design first reported a position in BECN in Q1 2025 and held it in 1 quarter. The position peaked at $1.36K in Q1 2025. 3 funds tracked by Wall St. Rank hold BECN as of Q2 2025.

  • True Wealth Design reported no remaining Beacon Roofing Supply, Inc. position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 11 Beacon Roofing Supply, Inc. shares in Q2 2025, an estimated $1.36K.
  • True Wealth Design first reported a position in Beacon Roofing Supply, Inc. in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Beacon Roofing Supply, Inc. position peaked at $1.36K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.