BTI
UFPI icon

Blue Trust Inc’s UFP Industries UFPI Stock Holding History

Blue Trust 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
Q1 		$54K Sell
586
-192
-25% -$19.4K ﹤0.01% 1288
2025
Q4 		$70.8K Sell
778
-33
-4% -$3.02K ﹤0.01% 1215
2025
Q3 		$75.8K Buy
811
+36
+5% +$3.63K ﹤0.01% 1197
2025
Q2 		$77K Buy
775
+64
+9% +$6.46K ﹤0.01% 1163
2025
Q1 		$76.1K Hold
711
– – ﹤0.01% 1113
2024
Q4 		$80.1K Sell
711
-397
-36% -$51.2K ﹤0.01% 1027
2024
Q3 		$124K Buy
1,108
+238
+27% +$28.7K ﹤0.01% 1101
2024
Q2 		$107K Buy
870
+494
+131% +$57.4K ﹤0.01% 947
2024
Q1 		$46.3K Sell
376
-218
-37% -$25.3K ﹤0.01% 944
2023
Q4 		$61K Buy
594
+121
+26% +$13.1K ﹤0.01% 860
2023
Q3 		$46K Buy
473
+185
+64% +$18.7K ﹤0.01% 877
2023
Q2 		$23K Sell
288
-853
-75% -$71.2K ﹤0.01% 1002
2023
Q1 		$91K Buy
1,141
+293
+35% +$25.1K ﹤0.01% 805
2022
Q4 		$61K Buy
848
+425
+100% +$32.5K ﹤0.01% 842
2022
Q3 		$29K Buy
423
+358
+551% +$28.5K ﹤0.01% 943
2022
Q2 		$5K Buy
+65
New +$4.9K ﹤0.01% 1463

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