Corient Private Wealth
UFPI icon

Corient Private Wealth’s UFP Industries UFPI Stock Holding History

Corient Private Wealth’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 		$538K Sell
5,845
-15,249
-72% -$1.54M ﹤0.01% 1994
2025
Q4 		$1.92M Buy
21,094
+10,676
+102% +$977K ﹤0.01% 1546
2025
Q3 		$974K Buy
10,418
+2,882
+38% +$291K ﹤0.01% 1437
2025
Q2 		$749K Sell
7,536
-232
-3% -$23.4K ﹤0.01% 1497
2025
Q1 		$832K Sell
7,768
-4,086
-34% -$456K ﹤0.01% 1358
2024
Q4 		$1.33M Sell
11,854
-1,455
-11% -$188K ﹤0.01% 1182
2024
Q3 		$1.75M Sell
13,309
-7,203
-35% -$870K ﹤0.01% 1158
2024
Q2 		$2.3M Buy
20,512
+3,578
+21% +$416K ﹤0.01% 968
2024
Q1 		$2.08M Buy
16,934
+102
+0.6% +$11.9K ﹤0.01% 1000
2023
Q4 		$2.11M Buy
16,832
+3,525
+26% +$381K ﹤0.01% 980
2023
Q3 		$1.36M Buy
13,307
+6,698
+101% +$677K ﹤0.01% 1073
2023
Q2 		$641K Buy
6,609
+3,181
+93% +$265K ﹤0.01% 1332
2023
Q1 		$272K Buy
3,428
+428
+14% +$36.6K ﹤0.01% 1657
2022
Q4 		$238K Buy
+3,000
New +$229K ﹤0.01% 1427

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