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Empirical Wealth Management’s UFP Industries UFPI Stock Holding History

Empirical Wealth Management’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
-8,895
Closed -$832K – 980
2025
Q3 		$832K Buy
8,895
+1,639
+23% +$165K 0.02% 356
2025
Q2 		$721K Buy
7,256
+690
+11% +$69.6K 0.02% 359
2025
Q1 		$703K Sell
6,566
-1,337
-17% -$149K 0.02% 350
2024
Q4 		$890K Buy
7,903
+1,074
+16% +$138K 0.02% 291
2024
Q3 		$896K Buy
6,829
+2,726
+66% +$329K 0.03% 286
2024
Q2 		$460K Buy
4,103
+1,460
+55% +$170K 0.01% 376
2024
Q1 		$325K Buy
2,643
+77
+3% +$8.95K 0.01% 424
2023
Q4 		$322K Buy
2,566
+119
+5% +$12.8K 0.01% 386
2023
Q3 		$251K Buy
+2,447
New +$247K 0.01% 405

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empirical Wealth Management's UFPI Position: Q4 2025 in Review

Empirical Wealth Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 8,895 shares — an estimated $832K sold.

Empirical Wealth Management first reported a position in UFPI in Q3 2023 and held it in 9 quarters. The position peaked at $896K in Q3 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Empirical Wealth Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 8,895 UFP Industries shares in Q4 2025, an estimated $832K.
  • Empirical Wealth Management first reported a position in UFP Industries in Q3 2023 and held it in 9 quarters.
  • Empirical Wealth Management's UFP Industries position peaked at $896K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.