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Advisory Research’s UFP Industries UFPI Stock Holding History

Advisory Research’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 		– Sell
-10,063
Closed -$916K – 153
2025
Q4 		$916K Buy
10,063
+347
+4% +$31.8K 0.12% 117
2025
Q3 		$908K Buy
9,716
+357
+4% +$36K 0.12% 113
2025
Q2 		$930K Buy
9,359
+634
+7% +$64K 0.14% 107
2025
Q1 		$934K Buy
8,725
+24
+0.3% +$2.68K 0.16% 107
2024
Q4 		$980K Buy
8,701
+46
+0.5% +$5.93K 0.16% 110
2024
Q3 		$1.14M Sell
8,655
-256
-3% -$30.9K 0.2% 103
2024
Q2 		$998K Buy
8,911
+560
+7% +$65.1K 0.19% 104
2024
Q1 		$1.03M Sell
8,351
-465
-5% -$54K 0.2% 97
2023
Q4 		$1.11M Sell
8,816
-166
-2% -$17.9K 0.17% 148
2023
Q3 		$920K Sell
8,982
-355
-4% -$35.9K 0.13% 205
2023
Q2 		$906K Buy
9,337
+375
+4% +$31.3K 0.12% 216
2023
Q1 		$712K Sell
8,962
-126
-1% -$10.8K 0.12% 207
2022
Q4 		$720K Buy
9,088
+11
+0.1% +$840 0.07% 200
2022
Q3 		$655K Buy
9,077
+66
+0.7% +$5.25K 0.06% 204
2022
Q2 		$614K Buy
9,011
+1
+0% +$75 0.06% 201
2022
Q1 		$695K Buy
+9,010
New +$752K 0.06% 218
2020
Q4 		– Sell
-28,447
Closed -$1.61M – 353
2020
Q3 		$1.61M Sell
28,447
-9,032
-24% -$509K 0.16% 119
2020
Q2 		$1.86M Buy
+37,479
New +$1.6M 0.17% 117

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
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