AWM
UFPI icon

AE Wealth Management’s UFP Industries UFPI Stock Holding History

AE Wealth Management’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
2025
Q4 		– Sell
-2,635
Closed -$246K – 2558
2025
Q3 		$246K Sell
2,635
-7
-0.3% -$707 ﹤0.01% 1291
2025
Q2 		$263K Sell
2,642
-211
-7% -$21.3K ﹤0.01% 1170
2025
Q1 		$305K Buy
+2,853
New +$318K ﹤0.01% 1078
2022
Q2 		– Sell
-3,033
Closed -$234K – 1847
2022
Q1 		$234K Sell
3,033
-3,244
-52% -$271K ﹤0.01% 1530
2021
Q4 		$578K Buy
+6,277
New +$528K ﹤0.01% 1195
2019
Q4 		– Sell
-8,659
Closed -$345K – 1176
2019
Q3 		$345K Buy
+8,659
New +$337K 0.01% 730

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return