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Waverly Advisors’s Builders FirstSource BLDR Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-2,456
Closed -$253K – 1626
2025
Q4 		$253K Buy
2,456
+19
+0.8% +$2.13K ﹤0.01% 1283
2025
Q3 		$295K Sell
2,437
-199
-8% -$26.4K ﹤0.01% 1048
2025
Q2 		$308K Sell
2,636
-16
-0.6% -$1.85K ﹤0.01% 958
2025
Q1 		$331K Buy
2,652
+57
+2% +$8.29K ﹤0.01% 895
2024
Q4 		$371K Buy
+2,595
New +$459K 0.01% 757

Other funds holding BLDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's BLDR Position: Q1 2026 in Review

Waverly Advisors sold out of Builders FirstSource (BLDR) in Q1 2026, closing a stake of 2,456 shares — an estimated $253K sold.

Waverly Advisors first reported a position in BLDR in Q4 2024 and held it in 5 quarters. The position peaked at $371K in Q4 2024. 724 funds tracked by Wall St. Rank hold BLDR as of Q1 2026.

  • Waverly Advisors reported no remaining Builders FirstSource position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 2,456 Builders FirstSource shares in Q1 2026, an estimated $253K.
  • Waverly Advisors first reported a position in Builders FirstSource in Q4 2024 and held it in 5 quarters.
  • Waverly Advisors's Builders FirstSource position peaked at $371K in Q4 2024.
  • 724 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.