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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 – 2557
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 $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AE Wealth Management's UFPI Position: Q4 2025 in Review

AE Wealth Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 2,635 shares — an estimated $246K sold.

AE Wealth Management first reported a position in UFPI in Q3 2019 and held it in 6 quarters. The position peaked at $578K in Q4 2021. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • AE Wealth Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,635 UFP Industries shares in Q4 2025, an estimated $246K.
  • AE Wealth Management first reported a position in UFP Industries in Q3 2019 and held it in 6 quarters.
  • AE Wealth Management's UFP Industries position peaked at $578K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.