True Wealth Design’s Builders FirstSource BLDR Stock Holding History

True Wealth Design’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 Q3	$115	Buy	+2	New	+$137	﹤0.01%	2425
2026 Q1	–	Sell	-9	Closed	-$927	–	2716
2025 Q4	$927	Sell	9 -3	-25%	-$337	﹤0.01%	1731
2025 Q3	$1.46K	Hold	12	–	–	﹤0.01%	1606
2025 Q2	$1.4K	Buy	12 +1	+9%	+$115	﹤0.01%	1326
2025 Q1	$1.38K	Sell	11 -9	-45%	-$1.31K	﹤0.01%	1148
2024 Q4	$2.86K	Sell	20 -38	-66%	-$6.72K	﹤0.01%	653
2024 Q3	$11.2K	Buy	58 +47	+427%	+$7.79K	﹤0.01%	400
2024 Q2	$1.52K	Buy	11 +1	+10%	+$170	﹤0.01%	416
2024 Q1	$2.09K	Buy	10 +4	+67%	+$739	﹤0.01%	344
2023 Q4	$1K	Hold	6	–	–	﹤0.01%	356
2023 Q3	$747	Hold	6	–	–	﹤0.01%	356
2023 Q2	$816	Hold	6	–	–	﹤0.01%	351
2023 Q1	$533	Buy	6 +2	+50%	+$158	﹤0.01%	510
2022 Q4	$260	Buy	+4	New	+$250	﹤0.01%	613

Other funds holding BLDR

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

True Wealth Design's BLDR Position: Q3 2026 in Review

True Wealth Design opened a new position in Builders FirstSource (BLDR) in Q3 2026: 2 shares worth $115. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BLDR as recently as Q4 2025.

True Wealth Design first reported a position in BLDR in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.2K in Q3 2024. 31 funds tracked by Wall St. Rank hold BLDR as of Q3 2026.

True Wealth Design held 2 shares of Builders FirstSource worth $115 as of Q3 2026.
Builders FirstSource was a new True Wealth Design position in Q3 2026.
Builders FirstSource made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2425 holding.
True Wealth Design first reported a position in Builders FirstSource in Q4 2022 and has held it in 14 quarters since.
True Wealth Design's Builders FirstSource position peaked at $11.2K in Q3 2024.
31 funds tracked by Wall St. Rank held Builders FirstSource as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.