Clearstead Advisors’s UFP Industries UFPI Stock Holding History

Clearstead 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	$1.84K	Sell	20 -190	-90%	-$19.2K	﹤0.01%	1919
2025 Q4	$19.1K	Buy	210 +119	+131%	+$10.9K	﹤0.01%	1728
2025 Q3	$8.51K	Buy	91 +30	+49%	+$3.03K	﹤0.01%	1973
2025 Q2	$6.06K	Buy	61 +59	+2,950%	+$5.95K	﹤0.01%	2055
2025 Q1	$215	Sell	2 -33	-94%	-$3.68K	﹤0.01%	2123
2024 Q4	$3.94K	Buy	+35	New	+$4.51K	﹤0.01%	1759
2024 Q3	–	Sell	-25	Closed	-$2.8K	–	2113
2024 Q2	$2.8K	Hold	25	–	–	﹤0.01%	1778
2024 Q1	$2.97K	Buy	+25	New	+$2.9K	﹤0.01%	1259
2023 Q2	–	Sell	-292	Closed	-$23.2K	–	1445
2023 Q1	$23.2K	Hold	292	–	–	﹤0.01%	823
2022 Q4	$23.1K	Hold	292	–	–	﹤0.01%	776
2022 Q3	$21K	Hold	292	–	–	﹤0.01%	767
2022 Q2	$20K	Hold	292	–	–	﹤0.01%	806
2022 Q1	$23K	Sell	292 -247	-46%	-$20.6K	﹤0.01%	838
2021 Q4	$50K	Sell	539 -95	-15%	-$7.99K	﹤0.01%	656
2021 Q3	$43K	Buy	+634	New	+$46.1K	﹤0.01%	637

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