Baird Financial Group
UFPI icon

Baird Financial Group’s UFP Industries UFPI Stock Holding History

Baird Financial Group’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
-2,666
Closed -$249K – 1862
2025
Q3 		$249K Sell
2,666
-527
-17% -$53.2K ﹤0.01% 1679
2025
Q2 		$317K Sell
3,193
-79
-2% -$7.97K ﹤0.01% 1569
2025
Q1 		$350K Sell
3,272
-993
-23% -$111K ﹤0.01% 1508
2024
Q4 		$480K Buy
4,265
+216
+5% +$27.8K ﹤0.01% 1393
2024
Q3 		$531K Sell
4,049
-277
-6% -$33.5K ﹤0.01% 1361
2024
Q2 		$485K Buy
4,326
+211
+5% +$24.5K ﹤0.01% 1404
2024
Q1 		$506K Sell
4,115
-19
-0.5% -$2.21K ﹤0.01% 1373
2023
Q4 		$519K Sell
4,134
-70
-2% -$7.56K ﹤0.01% 1341
2023
Q3 		$430K Buy
4,204
+27
+0.6% +$2.73K ﹤0.01% 1388
2023
Q2 		$405K Buy
4,177
+27
+0.7% +$2.25K ﹤0.01% 1420
2023
Q1 		$330K Buy
4,150
+263
+7% +$22.5K ﹤0.01% 1458
2022
Q4 		$308K Buy
3,887
+163
+4% +$12.5K ﹤0.01% 1447
2022
Q3 		$269K Sell
3,724
-1,767
-32% -$141K ﹤0.01% 1502
2022
Q2 		$374K Sell
5,491
-880
-14% -$66.3K ﹤0.01% 1453
2022
Q1 		$492K Sell
6,371
-249
-4% -$20.8K ﹤0.01% 1409
2021
Q4 		$609K Buy
6,620
+9
+0.1% +$757 ﹤0.01% 1396
2021
Q3 		$449K Buy
+6,611
New +$480K ﹤0.01% 1513

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WA
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Geode Capital Management
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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