CBIZ Investment Advisory Services’s UFP Industries UFPI Stock Holding History

CBIZ Investment Advisory Services’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	$3.78K	Sell	41 -182	-82%	-$18.4K	﹤0.01%	260
2025 Q4	$20.3K	Sell	223 -1	-0.4%	-$92	﹤0.01%	263
2025 Q3	$20.9K	Buy	224 +40	+22%	+$4.04K	﹤0.01%	248
2025 Q2	$18.3K	Buy	184 +2	+1%	+$202	﹤0.01%	277
2025 Q1	$19.5K	Sell	182 -2	-1%	-$223	﹤0.01%	237
2024 Q4	$20.7K	Buy	184 +51	+38%	+$6.57K	﹤0.01%	211
2024 Q3	$17.5K	Buy	133 +9	+7%	+$1.09K	﹤0.01%	212
2024 Q2	$13.9K	Hold	124	–	–	﹤0.01%	221
2024 Q1	$15.3K	Buy	+124	New	+$14.4K	﹤0.01%	220

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