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Concord Wealth Partners’s UFP Industries UFPI Stock Holding History

Concord Wealth Partners’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
2025
Q4 		– Sell
-200
Closed -$18.7K – 894
2025
Q3 		$18.7K Hold
200
– – ﹤0.01% 465
2025
Q2 		$19.9K Hold
200
– – ﹤0.01% 461
2025
Q1 		$21.4K Buy
200
+96
+92% +$10.7K ﹤0.01% 428
2024
Q4 		$11.7K Hold
104
– – ﹤0.01% 511
2024
Q3 		$13.6K Buy
104
+4
+4% +$483 ﹤0.01% 522
2024
Q2 		$11.2K Buy
+100
New +$11.6K ﹤0.01% 496
2023
Q1 		– Sell
-11
Closed -$872 – 1226
2022
Q4 		$872 Buy
+11
New +$840 ﹤0.01% 1090

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return