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Cornerstone Planning Group’s UFP Industries UFPI Stock Holding History

Cornerstone Planning Group’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 		$12K Buy
146
+1
+0.7% +$101 ﹤0.01% 846
2025
Q4 		$14.9K Buy
145
+127
+706% +$11.6K ﹤0.01% 676
2025
Q3 		$9.17K Buy
18
+8
+80% +$808 ﹤0.01% 800
2025
Q2 		$996 Sell
10
-35
-78% -$3.53K ﹤0.01% 1111
2025
Q1 		$4.78K Buy
45
+35
+350% +$3.9K ﹤0.01% 748
2024
Q4 		$1.19K Hold
10
– – ﹤0.01% 922
2024
Q3 		$1.23K Hold
10
– – ﹤0.01% 891
2024
Q2 		$1.17K Hold
10
– – ﹤0.01% 904
2024
Q1 		$1.17K Hold
10
– – ﹤0.01% 749
2023
Q4 		$1.26K Hold
10
– – ﹤0.01% 694
2023
Q3 		$1.02K Sell
10
-35
-78% -$3.54K ﹤0.01% 783
2023
Q2 		$4.37K Buy
+45
New +$3.75K ﹤0.01% 934
2022
Q4 		$3.79K Buy
+45
New +$3.44K ﹤0.01% 1019

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