Arkadios Wealth Advisors’s UFP Industries UFPI Stock Holding History

Arkadios Wealth Advisors’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	$427K	Sell	4,636 -12	-0.3%	-$1.21K	0.01%	1191
2025 Q4	$423K	Buy	4,648 +97	+2%	+$8.88K	0.01%	1088
2025 Q3	$426K	Buy	4,551 +158	+4%	+$16K	0.01%	1007
2025 Q2	$437K	Buy	4,393 +123	+3%	+$12.4K	0.01%	902
2025 Q1	$457K	Buy	4,270 +39	+0.9%	+$4.35K	0.02%	738
2024 Q4	$477K	Buy	4,231 +14	+0.3%	+$1.8K	0.03%	561
2024 Q3	$553K	Buy	4,217 +912	+28%	+$110K	0.03%	506
2024 Q2	$370K	Buy	3,305 +56	+2%	+$6.51K	0.03%	565
2024 Q1	$400K	Sell	3,249 -36	-1%	-$4.18K	0.03%	451
2023 Q4	$412K	Buy	3,285 +35	+1%	+$3.78K	0.03%	425
2023 Q3	$333K	Buy	3,250 +377	+13%	+$38.1K	0.03%	455
2023 Q2	$279K	Buy	2,873 +29	+1%	+$2.42K	0.03%	470
2023 Q1	$226K	Buy	2,844 +11	+0.4%	+$941	0.03%	532
2022 Q4	$225K	Buy	2,833 +2	+0.1%	+$153	0.03%	488
2022 Q3	$204K	Sell	2,831 -691	-20%	-$55K	0.03%	488
2022 Q2	$240K	Buy	+3,522	New	+$265K	0.04%	460
2021 Q4	–	Sell	-88	Closed	-$5K	–	1708
2021 Q3	$5K	Sell	88 -165	-65%	-$12K	﹤0.01%	1619
2021 Q2	$18K	Buy	253 +22	+10%	+$1.74K	﹤0.01%	1341
2021 Q1	$17K	Buy	231 +66	+40%	+$4.13K	﹤0.01%	1031
2020 Q4	$9K	Buy	+165	New	+$9.06K	﹤0.01%	1004

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