EWM
UFPI icon

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 $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