AWM
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Apollon Wealth Management’s UFP Industries UFPI Stock Holding History

Apollon 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
2026
Q1 		$387K Buy
4,200
+1,298
+45% +$131K 0.01% 979
2025
Q4 		$264K Sell
2,902
-1,350
-32% -$124K ﹤0.01% 1114
2025
Q3 		$398K Sell
4,252
-126
-3% -$12.7K 0.01% 921
2025
Q2 		$435K Sell
4,378
-109
-2% -$11K 0.01% 850
2025
Q1 		$480K Buy
4,487
+637
+17% +$71.1K 0.01% 769
2024
Q4 		$434K Sell
3,850
-45
-1% -$5.8K 0.01% 805
2024
Q3 		$511K Sell
3,895
-20
-0.5% -$2.42K 0.01% 716
2024
Q2 		$438K Sell
3,915
-88
-2% -$10.2K 0.01% 732
2024
Q1 		$492K Sell
4,003
-395
-9% -$45.9K 0.02% 703
2023
Q4 		$552K Buy
+4,398
New +$475K 0.02% 622

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