Advisornet Financial’s UFP Industries UFPI Stock Holding History

Advisornet Financial’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$461	Buy	5 +2	+67%	+$202	﹤0.01%	2101
2025 Q4	$273	Buy	+3	New	+$275	﹤0.01%	2152
2025 Q2	–	Sell	-58	Closed	-$6.21K	–	2372
2025 Q1	$6.21K	Buy	58 +57	+5,700%	+$6.36K	﹤0.01%	1558
2024 Q4	$113	Sell	1 -2	-67%	-$258	﹤0.01%	1923
2024 Q3	$394	Sell	3 -24	-89%	-$2.9K	﹤0.01%	2047
2024 Q2	$3.02K	Buy	27 +25	+1,250%	+$2.9K	﹤0.01%	1555
2024 Q1	$246	Sell	2 -24	-92%	-$2.79K	﹤0.01%	1950
2023 Q4	$3.26K	Buy	26 +3	+13%	+$324	﹤0.01%	1588
2023 Q3	$2.35K	Hold	23	–	–	﹤0.01%	1591
2023 Q2	$2.23K	Buy	23 +5	+28%	+$417	﹤0.01%	1689
2023 Q1	$1.43K	Sell	18 -1	-5%	-$86	﹤0.01%	1790
2022 Q4	$1.51K	Buy	+19	New	+$1.45K	﹤0.01%	1726
2021 Q3	–	Sell	-500	Closed	-$37K	–	2009
2021 Q2	$37K	Buy	+500	New	+$39.5K	﹤0.01%	1073

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return