AssetMark Inc
UFPI icon

AssetMark Inc’s UFP Industries UFPI Stock Holding History

AssetMark Inc’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
Q2 		$34.4K Sell
379
-40
-10% -$3.48K ﹤0.01% 1978
2026
Q1 		$38.6K Buy
419
+16
+4% +$1.62K ﹤0.01% 1835
2025
Q4 		$36.7K Sell
403
-181
-31% -$16.6K ﹤0.01% 1811
2025
Q3 		$54.6K Buy
584
+22
+4% +$2.22K ﹤0.01% 1600
2025
Q2 		$55.8K Buy
562
+1
+0.2% +$101 ﹤0.01% 1527
2025
Q1 		$60K Sell
561
-4
-0.7% -$446 ﹤0.01% 1399
2024
Q4 		$63.6K Buy
565
+6
+1% +$773 ﹤0.01% 1355
2024
Q3 		$73.3K Sell
559
-5
-0.9% -$604 ﹤0.01% 1209
2024
Q2 		$63.2K Buy
564
+5
+0.9% +$581 ﹤0.01% 1186
2024
Q1 		$68.8K Sell
559
-314
-36% -$36.5K ﹤0.01% 1110
2023
Q4 		$110K Buy
873
+129
+17% +$13.9K ﹤0.01% 1022
2023
Q3 		$76.2K Buy
744
+79
+12% +$7.98K ﹤0.01% 1021
2023
Q2 		$64.5K Sell
665
-7
-1% -$584 ﹤0.01% 1022
2023
Q1 		$53.4K Buy
672
+7
+1% +$599 ﹤0.01% 1022
2022
Q4 		$52.7K Hold
665
– – ﹤0.01% 1023
2022
Q3 		$48K Hold
665
– – ﹤0.01% 947
2022
Q2 		$45K Sell
665
-425
-39% -$32K ﹤0.01% 943
2022
Q1 		$84K Sell
1,090
-78
-7% -$6.51K ﹤0.01% 814
2021
Q4 		$107K Sell
1,168
-84
-7% -$7.06K ﹤0.01% 777
2021
Q3 		$85K Buy
1,252
+44
+4% +$3.2K ﹤0.01% 675
2021
Q2 		$90K Hold
1,208
– – ﹤0.01% 651
2021
Q1 		$92K Sell
1,208
-30
-2% -$1.88K ﹤0.01% 635
2020
Q4 		$69K Sell
1,238
-384
-24% -$21.1K ﹤0.01% 660
2020
Q3 		$92K Buy
1,622
+467
+40% +$26.3K ﹤0.01% 600
2020
Q2 		$57K Sell
1,155
-240
-17% -$10.2K ﹤0.01% 635
2020
Q1 		$52K Buy
1,395
+56
+4% +$2.57K ﹤0.01% 681
2019
Q4 		$64K Buy
1,339
+184
+16% +$8.67K ﹤0.01% 690
2019
Q3 		$46K Buy
1,155
+120
+12% +$4.67K ﹤0.01% 741
2019
Q2 		$39K Hold
1,035
– – ﹤0.01% 764
2019
Q1 		$31K Hold
1,035
– – ﹤0.01% 795
2018
Q4 		$27K Sell
1,035
-89
-8% -$2.56K ﹤0.01% 820
2018
Q3 		$40K Hold
1,124
– – ﹤0.01% 791
2018
Q2 		$41K Hold
1,124
– – ﹤0.01% 767
2018
Q1 		$36K Sell
1,124
-35
-3% -$1.24K ﹤0.01% 816
2017
Q4 		$44K Sell
1,159
-179
-13% -$6.58K ﹤0.01% 821
2017
Q3 		$44K Hold
1,338
– – ﹤0.01% 735
2017
Q2 		$39K Hold
1,338
– – ﹤0.01% 738
2017
Q1 		$44K Hold
1,338
– – ﹤0.01% 672
2016
Q4 		$46K Hold
1,338
– – ﹤0.01% 645
2016
Q3 		$44K Sell
1,338
-12
-0.9% -$416 ﹤0.01% 648
2016
Q2 		$42K Hold
1,350
– – ﹤0.01% 645
2016
Q1 		$39K Sell
1,350
-7,575
-85% -$180K ﹤0.01% 618
2015
Q4 		$203K Sell
8,925
-366
-4% -$8.7K ﹤0.01% 434
2015
Q3 		$179K Buy
+9,291
New +$185K ﹤0.01% 333

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AssetMark Inc's UFPI Position: Q2 2026 in Review

AssetMark Inc reduced its UFP Industries (UFPI) stake by 9.5% in Q2 2026, selling an estimated $3.48K and leaving 379 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

AssetMark Inc first reported a position in UFPI in Q3 2015 and has held it in 44 quarters since. The position peaked at $203K in Q4 2015. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • AssetMark Inc held 379 shares of UFP Industries worth $34.4K as of Q2 2026.
  • AssetMark Inc sold 40 UFP Industries shares in Q2 2026, an estimated $3.48K.
  • UFP Industries made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1978 holding.
  • AssetMark Inc first reported a position in UFP Industries in Q3 2015 and has held it in 44 quarters since.
  • AssetMark Inc's UFP Industries position peaked at $203K in Q4 2015.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.