Claro Advisors’s UFP Industries UFPI Stock Holding History

Claro Advisors’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	$469K	Buy	5,094 +77	+2%	+$7.78K	0.06%	252
2025 Q4	$457K	Buy	5,017 +14	+0.3%	+$1.28K	0.06%	242
2025 Q3	$468K	Sell	5,003 -3	-0.1%	-$303	0.07%	237
2025 Q2	$497K	Sell	5,006 -469	-9%	-$47.3K	0.08%	208
2025 Q1	$586K	Buy	5,475 +53	+1%	+$5.91K	0.08%	232
2024 Q4	$611K	Buy	5,422 +6	+0.1%	+$773	0.08%	219
2024 Q3	$711K	Buy	5,416 +5	+0.1%	+$604	0.09%	212
2024 Q2	$606K	Sell	5,411 -3,000	-36%	-$349K	0.09%	212
2024 Q1	$1.03M	Hold	8,411	–	–	0.18%	124
2023 Q4	$1.06M	Hold	8,411	–	–	0.23%	98
2023 Q3	$861K	Buy	8,411 +2	+0%	+$202	0.22%	106
2023 Q2	$816K	Buy	+8,409	New	+$701K	0.2%	119
2019 Q1	–	Sell	-132	Closed	-$5K	–	885
2018 Q4	$5K	Buy	+132	New	+$3.79K	﹤0.01%	798

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