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Bogart Wealth LLC’s UFP Industries UFPI Stock Holding History

Bogart Wealth LLC’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 		$829 Hold
9
– – ﹤0.01% 1487
2025
Q4 		$819 Hold
9
– – ﹤0.01% 1360
2025
Q3 		$841 Hold
9
– – ﹤0.01% 1316
2025
Q2 		$894 Sell
9
-5
-36% -$505 ﹤0.01% 1241
2025
Q1 		$1.5K Sell
14
-4
-22% -$446 ﹤0.01% 1117
2024
Q4 		$2.03K Buy
+18
New +$2.32K ﹤0.01% 1092
2021
Q1 		– Hold
0
– – – 717
2020
Q4 		– Hold
0
– – – 567

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