Cetera Investment Advisers
UFPI icon

Cetera Investment Advisers’s UFP Industries UFPI Stock Holding History

Cetera Investment Advisers’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 		$515K Buy
5,593
+194
+4% +$19.6K ﹤0.01% 3488
2025
Q4 		$492K Sell
5,399
-365
-6% -$33.4K ﹤0.01% 3451
2025
Q3 		$539K Buy
5,764
+3,556
+161% +$359K ﹤0.01% 3325
2025
Q2 		$219K Sell
2,208
-521
-19% -$52.6K ﹤0.01% 3656
2025
Q1 		$292K Buy
2,729
+11
+0.4% +$1.23K ﹤0.01% 3286
2024
Q4 		$306K Buy
2,718
+215
+9% +$27.7K ﹤0.01% 3110
2024
Q3 		$328K Sell
2,503
-7
-0.3% -$845 ﹤0.01% 2984
2024
Q2 		$281K Sell
2,510
-314
-11% -$36.5K ﹤0.01% 3084
2024
Q1 		$347K Buy
2,824
+607
+27% +$70.5K ﹤0.01% 2910
2023
Q4 		$278K Sell
2,217
-51
-2% -$5.51K ﹤0.01% 1826
2023
Q3 		$232K Buy
2,268
+139
+7% +$14K ﹤0.01% 1886
2023
Q2 		$207K Buy
+2,129
New +$178K ﹤0.01% 1970

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